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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 | $33,173 | $150,346-77.9% | $120,524-72.5% | $145,877-77.3% |
| Participation rate | 25.0% | 78.8%-53.8pp | 71.9%-46.9pp | 80.3%-55.3pp |
| Annual return | 28.48% | 154.40%-125.9pp | 107.36%-78.9pp | 551.28%-522.8pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,460 | $6,172-76.3% | $4,994-70.8% | $6,691-78.2% |
| Admin fee / account holder | $347 | $12,215-97.2% | $9,440-96.3% | $13,402-97.4% |