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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 | $27,019 | $115,814-76.7% | $101,275-73.3% | $158,982-83.0% |
| Participation rate | 40.9% | 79.4%-38.5pp | 75.8%-34.9pp | 82.0%-41.1pp |
| Annual return | 13.45% | 56.16%-42.7pp | 46.48%-33.0pp | 302.99%-289.5pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,730 | $4,958-4.6% | $4,371+8.2% | $5,983-20.9% |
| Admin fee / account holder | $1,296 | $7,249-82.1% | $5,948-78.2% | $11,252-88.5% |