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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 | $37,587 | $132,634-71.7% | $115,768-67.5% | $137,256-72.6% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.4%-44.4pp | 80.0%-50.0pp |
| Annual return | 16.23% | 160.70%-144.5pp | 100.46%-84.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,063 | $5,619-45.5% | $4,917-37.7% | $6,407-52.2% |
| Admin fee / account holder | $1,771 | $15,028-88.2% | $12,439-85.8% | $12,270-85.6% |