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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 | $30,867 | $108,897-71.7% | $100,378-69.2% | $145,877-78.8% |
| Participation rate | 61.1% | 83.0%-21.9pp | 81.5%-20.4pp | 80.3%-19.2pp |
| Annual return | 15.88% | 58.17%-42.3pp | 49.41%-33.5pp | 551.28%-535.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,061 | $8,455-40.1% | $8,087-37.4% | $6,691-24.4% |
| Admin fee / account holder | $2,929 | $9,690-69.8% | $7,899-62.9% | $13,402-78.1% |