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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 | $32,752 | $232,540-85.9% | $185,117-82.3% | $147,586-77.8% |
| Participation rate | 8.7% | 82.4%-73.7pp | 77.3%-68.6pp | 82.8%-74.1pp |
| Annual return | 9.25% | 43.03%-33.8pp | 40.50%-31.2pp | 578.59%-569.3pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,466 | $5,834-74.9% | $5,045-70.9% | $5,439-73.0% |
| Admin fee / account holder | $1,782 | $10,275-82.7% | $8,159-78.2% | $10,886-83.6% |