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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 | $46,172 | $70,366-34.4% | $66,674-30.7% | $138,895-66.8% |
| Participation rate | 28.6% | 76.2%-47.6pp | 73.7%-45.1pp | 79.9%-51.3pp |
| Annual return | 13.52% | 386.41%-372.9pp | 321.24%-307.7pp | 145.39%-131.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,465 | $4,374-20.8% | $4,084-15.2% | $6,396-45.8% |
| Admin fee / account holder | $965 | $5,262-81.7% | $5,098-81.1% | $12,562-92.3% |