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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 | $42,841 | $105,209-59.3% | $159,495-73.1% | $85,852-50.1% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.8%-13.6pp | 69.3%-0.1pp |
| Annual return | 21.47% | 45.08%-23.6pp | 263.72%-242.3pp | 318.66%-297.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,566-100.0% |
| Participant deferral / active EE | $8,458 | $5,946+42.2% | $7,354+15.0% | $3,952+114.0% |
| Admin fee / account holder | $10,531 | $6,935+51.9% | $10,804-2.5% | $6,261+68.2% |