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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 | $37,406 | $148,582-74.8% | $135,942-72.5% | $139,456-73.2% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 22.33% | 79.26%-56.9pp | 68.28%-46.0pp | 373.45%-351.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $9,708 | $8,101+19.8% | $7,759+25.1% | $6,711+44.7% |
| Admin fee / account holder | $7,461 | $12,402-39.8% | $10,764-30.7% | $11,407-34.6% |