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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 | $38,638 | $211,239-81.7% | $178,528-78.4% | $145,877-73.5% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 12.03% | 30.22%-18.2pp | 27.11%-15.1pp | 551.28%-539.3pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,237 | $6,963-24.8% | $6,278-16.6% | $6,691-21.7% |
| Admin fee / account holder | $2,903 | $12,095-76.0% | $10,419-72.1% | $13,402-78.3% |