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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 | $108,912-71.7% | $100,383-69.3% | $145,959-78.9% |
| Participation rate | 61.1% | 83.0%-21.8pp | 81.5%-20.4pp | 80.3%-19.2pp |
| Annual return | 15.88% | 57.96%-42.1pp | 49.26%-33.4pp | 561.95%-546.1pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,061 | $8,451-40.1% | $8,086-37.4% | $6,689-24.3% |
| Admin fee / account holder | $2,929 | $9,690-69.8% | $7,900-62.9% | $13,398-78.1% |