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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 | $36,302 | $96,643-62.4% | $86,617-58.1% | $139,456-74.0% |
| Participation rate | 45.5% | 74.4%-29.0pp | 71.7%-26.2pp | 80.3%-34.9pp |
| Annual return | 16.60% | 106.57%-90.0pp | 591.91%-575.3pp | 373.45%-356.8pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,634 | $4,835-66.2% | $4,437-63.2% | $6,711-75.7% |
| Admin fee / account holder | $5,872 | $6,406-8.3% | $5,613+4.6% | $11,407-48.5% |