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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 | $33,016 | $76,368-56.8% | $67,681-51.2% | $154,746-78.7% |
| Participation rate | 31.6% | 79.0%-47.4pp | 73.7%-42.1pp | 80.7%-49.1pp |
| Annual return | 10.76% | 1066.77%-1056.0pp | 590.58%-579.8pp | 172.34%-161.6pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,738 | $4,824-64.0% | $3,976-56.3% | $6,730-74.2% |
| Admin fee / account holder | $761 | $8,559-91.1% | $6,100-87.5% | $14,365-94.7% |