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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 | $30,689 | $165,939-81.5% | $122,354-74.9% | $147,586-79.2% |
| Participation rate | 27.3% | 79.6%-52.3pp | 71.6%-44.4pp | 82.8%-55.6pp |
| Annual return | 20.50% | 34.56%-14.1pp | 30.28%-9.8pp | 578.59%-558.1pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $542 | $4,005-86.5% | $3,287-83.5% | $5,439-90.0% |
| Admin fee / account holder | $402 | $7,425-94.6% | $5,479-92.7% | $10,886-96.3% |