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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 | $38,557 | $105,160-63.3% | $94,679-59.3% | $139,456-72.4% |
| Participation rate | 63.6% | 82.4%-18.7pp | 80.8%-17.2pp | 80.3%-16.7pp |
| Annual return | 20.00% | 38.04%-18.0pp | 156.75%-136.8pp | 373.45%-353.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,097 | $7,599-6.6% | $7,417-4.3% | $6,711+5.8% |
| Admin fee / account holder | $4,254 | $8,988-52.7% | $7,233-41.2% | $11,407-62.7% |