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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,227 | $103,038-74.5% | $90,324-71.0% | $152,909-82.8% |
| Participation rate | 38.5% | 75.9%-37.4pp | 73.3%-34.8pp | 82.5%-44.0pp |
| Annual return | 22.86% | 95.25%-72.4pp | 78.15%-55.3pp | 345.46%-322.6pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,069 | $4,282-5.0% | $3,885+4.7% | $5,851-30.5% |
| Admin fee / account holder | $4,552 | $6,177-26.3% | $5,356-15.0% | $11,601-60.8% |