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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 | $30,588 | $104,251-70.7% | $91,004-66.4% | $147,585-79.3% |
| Participation rate | 35.7% | 78.2%-42.5pp | 75.6%-39.9pp | 82.8%-47.1pp |
| Annual return | 62.78% | 27.06%+35.7pp | 4.60%+58.2pp | 578.58%-515.8pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,207 | $4,195+0.3% | $3,548+18.6% | $5,439-22.7% |
| Admin fee / account holder | $302 | $8,948-96.6% | $5,417-94.4% | $10,886-97.2% |