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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 | $30,439 | $107,363-71.6% | $92,909-67.2% | $152,897-80.1% |
| Participation rate | 38.9% | 79.8%-40.9pp | 76.0%-37.1pp | 82.5%-43.6pp |
| Annual return | 17.04% | 145.63%-128.6pp | 109.44%-92.4pp | 345.43%-328.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,560 | $4,848-67.8% | $4,238-63.2% | $5,851-73.3% |
| Admin fee / account holder | $38,910 | $7,082+449.5% | $5,795+571.4% | $11,599+235.5% |