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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 | $108,942-71.7% | $100,415-69.3% | $145,897-78.8% |
| Participation rate | 61.1% | 83.0%-21.9pp | 81.5%-20.4pp | 80.3%-19.2pp |
| Annual return | 15.88% | 58.27%-42.4pp | 49.47%-33.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,061 | $8,461-40.2% | $8,091-37.4% | $6,689-24.3% |
| Admin fee / account holder | $2,929 | $9,702-69.8% | $7,906-63.0% | $13,390-78.1% |