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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 | $36,236 | $184,000-80.3% | $162,185-77.7% | $152,909-76.3% |
| Participation rate | 56.3% | 88.5%-32.3pp | 87.6%-31.3pp | 82.5%-26.2pp |
| Annual return | 13.33% | 150.80%-137.5pp | 115.61%-102.3pp | 345.46%-332.1pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,187 | $8,033-60.3% | $7,297-56.3% | $5,851-45.5% |
| Admin fee / account holder | $2,315 | $13,124-82.4% | $10,844-78.6% | $11,601-80.0% |