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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 | $29,940 | $102,595-70.8% | $94,057-68.2% | $154,746-80.7% |
| Participation rate | 44.4% | 76.0%-31.6pp | 73.3%-28.9pp | 80.7%-36.3pp |
| Annual return | 17.80% | 583.42%-565.6pp | 480.62%-462.8pp | 172.34%-154.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,588 | $5,118+28.7% | $4,709+39.9% | $6,730-2.1% |
| Admin fee / account holder | $6,488 | $7,736-16.1% | $7,244-10.4% | $14,365-54.8% |