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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 | $33,902 | $111,785-69.7% | $93,669-63.8% | $145,877-76.8% |
| Participation rate | 34.8% | 74.2%-39.4pp | 68.7%-33.9pp | 80.3%-45.5pp |
| Annual return | 15.44% | 203.79%-188.3pp | 133.59%-118.2pp | 551.28%-535.8pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,396 | $4,919-71.6% | $4,416-68.4% | $6,691-79.1% |
| Admin fee / account holder | $1,575 | $10,256-84.6% | $8,291-81.0% | $13,402-88.3% |