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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 | $39,200 | $125,778-68.8% | $114,563-65.8% | $154,746-74.7% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.9%-32.9pp | 80.7%-40.7pp |
| Annual return | 20.39% | 295.14%-274.8pp | 241.09%-220.7pp | 172.34%-152.0pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,703 | $4,445-39.2% | $4,142-34.7% | $6,730-59.8% |
| Admin fee / account holder | $3,200 | $8,190-60.9% | $7,623-58.0% | $14,365-77.7% |