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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 | $129,737-73.9% | $119,126-71.6% | $154,746-78.2% |
| Participation rate | 45.8% | 78.9%-33.0pp | 75.8%-29.9pp | 80.7%-34.9pp |
| Annual return | 13.71% | 379.08%-365.4pp | 282.11%-268.4pp | 172.34%-158.6pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,484 | $5,842-57.5% | $5,318-53.3% | $6,730-63.1% |
| Admin fee / account holder | $1,168 | $11,961-90.2% | $10,693-89.1% | $14,365-91.9% |