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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 | $30,265 | $160,040-81.1% | $147,096-79.4% | $145,877-79.3% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 32.06% | 98.49%-66.4pp | 419.75%-387.7pp | 551.28%-519.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,215 | $8,429-50.0% | $8,071-47.8% | $6,691-37.0% |
| Admin fee / account holder | $6,083 | $15,050-59.6% | $13,005-53.2% | $13,402-54.6% |