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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 | $33,171 | $103,038-67.8% | $90,324-63.3% | $152,909-78.3% |
| Participation rate | 47.4% | 75.9%-28.5pp | 73.3%-25.9pp | 82.5%-35.1pp |
| Annual return | 25.88% | 95.25%-69.4pp | 78.15%-52.3pp | 345.46%-319.6pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $954 | $4,282-77.7% | $3,885-75.4% | $5,851-83.7% |
| Admin fee / account holder | $2,208 | $6,177-64.2% | $5,356-58.8% | $11,601-81.0% |