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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 | $29,425 | $112,131-73.8% | $95,964-69.3% | $158,982-81.5% |
| Participation rate | 27.8% | 79.0%-51.2pp | 77.1%-49.3pp | 82.0%-54.2pp |
| Annual return | 15.00% | 171.19%-156.2pp | 91.64%-76.6pp | 302.99%-288.0pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,860 | $4,784+1.6% | $4,167+16.6% | $5,983-18.8% |
| Admin fee / account holder | $9,793 | $10,136-3.4% | $6,797+44.1% | $11,252-13.0% |