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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 | $33,077 | $85,171-61.2% | $172,752-80.9% | $72,975-54.7% |
| Participation rate | 34.6% | 70.1%-35.4pp | 82.6%-48.0pp | 69.5%-34.9pp |
| Annual return | 25.86% | 27.32%-1.5pp | 802.97%-777.1pp | 81.01%-55.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,138 | $3,260-65.1% | $5,198-78.1% | $3,608-68.5% |
| Admin fee / account holder | $7,463 | $5,880+26.9% | $13,955-46.5% | $5,124+45.6% |