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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 | $33,877 | $112,131-69.8% | $95,964-64.7% | $158,982-78.7% |
| Participation rate | 44.4% | 79.0%-34.5pp | 77.1%-32.6pp | 82.0%-37.5pp |
| Annual return | 14.29% | 171.19%-156.9pp | 91.64%-77.4pp | 302.99%-288.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,970 | $4,784-58.8% | $4,167-52.7% | $5,983-67.1% |
| Admin fee / account holder | $2,646 | $10,136-73.9% | $6,797-61.1% | $11,252-76.5% |