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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 | $33,855 | $160,070-78.8% | $147,117-77.0% | $145,897-76.8% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 11.76% | 98.69%-86.9pp | 420.54%-408.8pp | 552.29%-540.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,960 | $8,419-41.1% | $8,065-38.5% | $6,689-25.9% |
| Admin fee / account holder | $9,409 | $15,035-37.4% | $12,993-27.6% | $13,390-29.7% |