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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 | $33,251 | $96,643-65.6% | $86,617-61.6% | $139,456-76.2% |
| Participation rate | 56.3% | 74.4%-18.2pp | 71.7%-15.5pp | 80.3%-24.1pp |
| Annual return | 13.18% | 106.57%-93.4pp | 591.91%-578.7pp | 373.45%-360.3pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,703 | $4,835-23.4% | $4,437-16.5% | $6,711-44.8% |
| Admin fee / account holder | $1,101 | $6,406-82.8% | $5,613-80.4% | $11,407-90.3% |