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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 | $25,577 | $125,184-79.6% | $105,607-75.8% | $145,884-82.5% |
| Participation rate | 40.0% | 77.6%-37.6pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 20.80% | 225.00%-204.2pp | 116.11%-95.3pp | 551.85%-531.1pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,707 | $5,714-0.1% | $5,011+13.9% | $6,690-14.7% |
| Admin fee / account holder | $4,119 | $17,133-76.0% | $10,958-62.4% | $13,392-69.2% |