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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 | $149,040-76.9% | $120,225-71.3% | $137,256-74.9% |
| Participation rate | 16.7% | 75.4%-58.8pp | 69.6%-52.9pp | 80.0%-63.3pp |
| Annual return | 10.39% | 605.68%-595.3pp | 439.23%-428.8pp | 220.34%-210.0pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $646 | $4,655-86.1% | $3,999-83.8% | $6,407-89.9% |
| Admin fee / account holder | $930 | $6,348-85.3% | $5,696-83.7% | $12,270-92.4% |