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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 | $39,482 | $111,535-64.6% | $105,223-62.5% | $137,256-71.2% |
| Participation rate | 31.3% | 78.1%-46.8pp | 75.0%-43.8pp | 80.0%-48.7pp |
| Annual return | 17.36% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,607 | $5,500-16.2% | $5,072-9.2% | $6,407-28.1% |
| Admin fee / account holder | $2,885 | $9,721-70.3% | $8,859-67.4% | $12,270-76.5% |