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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 | $32,891 | $81,643-59.7% | $70,462-53.3% | $158,950-79.3% |
| Participation rate | 65.0% | 77.7%-12.7pp | 75.1%-10.1pp | 82.0%-17.0pp |
| Annual return | 12.73% | 208.51%-195.8pp | 109.08%-96.4pp | 302.91%-290.2pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,083 | $4,555-32.3% | $3,710-16.9% | $5,983-48.5% |
| Admin fee / account holder | $2,634 | $6,194-57.5% | $3,845-31.5% | $11,248-76.6% |