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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 | $29,325 | $107,368-72.7% | $92,915-68.4% | $152,909-80.8% |
| Participation rate | 63.2% | 79.8%-16.6pp | 76.0%-12.8pp | 82.5%-19.3pp |
| Annual return | 23.92% | 145.64%-121.7pp | 109.45%-85.5pp | 345.46%-321.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,056 | $4,848-57.6% | $4,238-51.5% | $5,851-64.9% |
| Admin fee / account holder | $1,275 | $7,082-82.0% | $5,796-78.0% | $11,601-89.0% |