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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 | $37,544 | $110,039-65.9% | $97,260-61.4% | $145,884-74.3% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.3pp | 80.3%-47.0pp |
| Annual return | 11.52% | 244.44%-232.9pp | 75.54%-64.0pp | 551.85%-540.3pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $795 | $4,674-83.0% | $4,262-81.3% | $6,690-88.1% |
| Admin fee / account holder | $525 | $6,204-91.5% | $5,640-90.7% | $13,392-96.1% |