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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 | $35,437 | $104,953-66.2% | $84,637-58.1% | $152,909-76.8% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 16.22% | 373.94%-357.7pp | 258.82%-242.6pp | 345.46%-329.2pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,658 | $4,691-43.3% | $3,900-31.8% | $5,851-54.6% |
| Admin fee / account holder | $3,091 | $6,244-50.5% | $4,914-37.1% | $11,601-73.4% |