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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 | $111,830-78.3% | $93,696-74.0% | $145,884-83.3% |
| Participation rate | 38.9% | 74.2%-35.3pp | 68.7%-29.8pp | 80.3%-41.4pp |
| Annual return | 16.38% | 204.08%-187.7pp | 133.74%-117.4pp | 551.85%-535.5pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,209 | $4,920-55.1% | $4,417-50.0% | $6,690-67.0% |
| Admin fee / account holder | $8,834 | $10,249-13.8% | $8,287+6.6% | $13,392-34.0% |