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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 | $33,812 | $111,535-69.7% | $105,223-67.9% | $137,256-75.4% |
| Participation rate | 45.8% | 78.1%-32.3pp | 75.0%-29.2pp | 80.0%-34.1pp |
| Annual return | 13.71% | 237.85%-224.1pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,484 | $5,500-54.8% | $5,072-51.0% | $6,407-61.2% |
| Admin fee / account holder | $1,168 | $9,721-88.0% | $8,859-86.8% | $12,270-90.5% |