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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 | $33,925 | $168,636-79.9% | $147,617-77.0% | $125,393-72.9% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | 0.01% | 77.65%-77.6pp | 61.98%-62.0pp | 282.23%-282.2pp |
| Employer contribution / active EE | $1,014 | $6,252-83.8% | $5,565-81.8% | $4,866-79.2% |
| Participant deferral / active EE | $4,653 | $5,507-15.5% | $4,895-5.0% | $5,351-13.1% |
| Admin fee / account holder | $8,500 | $13,580-37.4% | $11,611-26.8% | $9,541-10.9% |