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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 | $177,353-77.9% | $158,226-75.2% | $198,609-80.3% |
| Participation rate | 40.0% | 77.0%-37.0pp | 74.8%-34.8pp | 82.4%-42.4pp |
| Annual return | 20.39% | 599.50%-579.1pp | 501.41%-481.0pp | 202.70%-182.3pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,703 | $4,615-41.4% | $4,317-37.4% | $6,977-61.3% |
| Admin fee / account holder | $3,200 | $10,960-70.8% | $10,217-68.7% | $19,030-83.2% |