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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 | $33,757 | $157,296-78.5% | $141,191-76.1% | $152,897-77.9% |
| Participation rate | 35.0% | 84.8%-49.8pp | 82.5%-47.5pp | 82.5%-47.5pp |
| Annual return | 18.71% | 64.34%-45.6pp | 71.41%-52.7pp | 345.43%-326.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,338 | $7,111-67.1% | $6,710-65.2% | $5,851-60.0% |
| Admin fee / account holder | $728 | $12,125-94.0% | $10,264-92.9% | $11,599-93.7% |