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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 | $34,453 | $162,529-78.8% | $130,788-73.7% | $154,746-77.7% |
| Participation rate | 16.7% | 75.9%-59.2pp | 70.1%-53.4pp | 80.7%-64.0pp |
| Annual return | 10.39% | 510.48%-500.1pp | 386.44%-376.1pp | 172.34%-161.9pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $646 | $4,808-86.6% | $4,137-84.4% | $6,730-90.4% |
| Admin fee / account holder | $930 | $7,669-87.9% | $6,673-86.1% | $14,365-93.5% |