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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 | $33,035 | $112,099-70.5% | $95,954-65.6% | $158,931-79.2% |
| Participation rate | 38.5% | 79.0%-40.5pp | 77.1%-38.6pp | 82.0%-43.5pp |
| Annual return | 14.69% | 171.12%-156.4pp | 91.62%-76.9pp | 302.86%-288.2pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,434 | $4,784-7.3% | $4,167+6.4% | $5,982-25.9% |
| Admin fee / account holder | $2,093 | $10,132-79.3% | $6,796-69.2% | $11,247-81.4% |