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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 | $13,000 | $104,937-87.6% | $84,628-84.6% | $152,897-91.5% |
| Participation rate | 55.0% | 74.8%-19.8pp | 68.2%-13.2pp | 82.5%-27.5pp |
| Annual return | 31.54% | 373.88%-342.3pp | 258.80%-227.3pp | 345.43%-313.9pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,374 | $4,690-6.7% | $3,900+12.2% | $5,851-25.2% |
| Admin fee / account holder | $1,048 | $6,243-83.2% | $4,914-78.7% | $11,599-91.0% |