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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 | $33,368 | $148,623-77.5% | $135,974-75.5% | $139,466-76.1% |
| Participation rate | 45.0% | 83.9%-38.9pp | 81.9%-36.9pp | 80.3%-35.3pp |
| Annual return | 15.95% | 79.30%-63.3pp | 68.30%-52.4pp | 373.66%-357.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,863 | $8,103-52.3% | $7,760-50.2% | $6,712-42.4% |
| Admin fee / account holder | $804 | $12,406-93.5% | $10,767-92.5% | $11,409-93.0% |