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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 | $32,416 | $112,933-71.3% | $90,970-64.4% | $158,982-79.6% |
| Participation rate | 47.6% | 74.7%-27.1pp | 69.0%-21.4pp | 82.0%-34.3pp |
| Annual return | 16.39% | 215.82%-199.4pp | 134.60%-118.2pp | 302.99%-286.6pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,611 | $4,128-12.5% | $3,373+7.1% | $5,983-39.6% |
| Admin fee / account holder | $965 | $8,047-88.0% | $5,961-83.8% | $11,252-91.4% |