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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 | $34,491 | $157,276-78.1% | $141,177-75.6% | $152,885-77.4% |
| Participation rate | 31.8% | 84.8%-53.0pp | 82.5%-50.7pp | 82.5%-50.6pp |
| Annual return | 24.65% | 64.33%-39.7pp | 71.40%-46.8pp | 345.39%-320.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,354 | $7,110-66.9% | $6,710-64.9% | $5,851-59.8% |
| Admin fee / account holder | $3,746 | $12,123-69.1% | $10,263-63.5% | $11,598-67.7% |