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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 | $31,009 | $115,796-73.2% | $101,264-69.4% | $158,950-80.5% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 9.96% | 56.15%-46.2pp | 46.48%-36.5pp | 302.91%-292.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,331 | $4,958-32.8% | $4,370-23.8% | $5,983-44.3% |
| Admin fee / account holder | $2,063 | $7,247-71.5% | $5,947-65.3% | $11,248-81.7% |