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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 | $24,323 | $111,785-78.2% | $93,669-74.0% | $145,877-83.3% |
| Participation rate | 38.9% | 74.2%-35.3pp | 68.7%-29.8pp | 80.3%-41.4pp |
| Annual return | 16.38% | 203.79%-187.4pp | 133.59%-117.2pp | 551.28%-534.9pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,209 | $4,919-55.1% | $4,416-50.0% | $6,691-67.0% |
| Admin fee / account holder | $8,834 | $10,256-13.9% | $8,291+6.5% | $13,402-34.1% |