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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 | $41,355 | $755,339-94.5% | $379,746-89.1% | $158,950-74.0% |
| Participation rate | 35.7% | 81.8%-46.0pp | 78.4%-42.7pp | 82.0%-46.2pp |
| Annual return | 6.46% | 53.41%-46.9pp | 34.90%-28.4pp | 302.91%-296.4pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,296 | $7,938-71.1% | $6,024-61.9% | $5,983-61.6% |
| Admin fee / account holder | $14,156 | $14,482-2.3% | $7,927+78.6% | $11,248+25.8% |