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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 | $34,335 | $817,678-95.8% | $392,568-91.3% | $152,897-77.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.1%-28.1pp | 82.5%-32.5pp |
| Annual return | 19.15% | 22.84%-3.7pp | 24.42%-5.3pp | 345.43%-326.3pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,894 | $8,398-41.7% | $5,985-18.2% | $5,851-16.4% |
| Admin fee / account holder | $15,683 | $12,095+29.7% | $6,260+150.5% | $11,599+35.2% |