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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 | $27,381 | $104,953-73.9% | $84,637-67.6% | $152,909-82.1% |
| Participation rate | 58.3% | 74.8%-16.5pp | 68.2%-9.9pp | 82.5%-24.1pp |
| Annual return | 23.39% | 373.94%-350.6pp | 258.82%-235.4pp | 345.46%-322.1pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,444 | $4,691-5.3% | $3,900+13.9% | $5,851-24.1% |
| Admin fee / account holder | $2,801 | $6,244-55.1% | $4,914-43.0% | $11,601-75.9% |