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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 | $33,037 | $109,411-69.8% | $89,435-63.1% | $158,982-79.2% |
| Participation rate | 47.4% | 74.3%-26.9pp | 68.0%-20.6pp | 82.0%-34.6pp |
| Annual return | 20.68% | 345.68%-325.0pp | 245.55%-224.9pp | 302.99%-282.3pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,239 | $4,600+13.9% | $3,890+34.7% | $5,983-12.4% |
| Admin fee / account holder | $2,486 | $6,159-59.6% | $4,884-49.1% | $11,252-77.9% |