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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 | $33,014 | $111,785-70.5% | $93,669-64.8% | $145,877-77.4% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 15.15% | 203.79%-188.6pp | 133.59%-118.4pp | 551.28%-536.1pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,534 | $4,919-48.5% | $4,416-42.6% | $6,691-62.1% |
| Admin fee / account holder | $1,193 | $10,256-88.4% | $8,291-85.6% | $13,402-91.1% |