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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 | $26,650 | $160,040-83.3% | $147,096-81.9% | $145,877-81.7% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 14.11% | 98.49%-84.4pp | 419.75%-405.6pp | 551.28%-537.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,077 | $8,429-63.5% | $8,071-61.9% | $6,691-54.0% |
| Admin fee / account holder | $31,975 | $15,050+112.5% | $13,005+145.9% | $13,402+138.6% |