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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 | $34,167 | $162,529-79.0% | $130,788-73.9% | $154,746-77.9% |
| Participation rate | 23.5% | 75.9%-52.3pp | 70.1%-46.6pp | 80.7%-57.2pp |
| Annual return | 17.39% | 510.48%-493.1pp | 386.44%-369.1pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,812 | $4,808-41.5% | $4,137-32.0% | $6,730-58.2% |
| Admin fee / account holder | $1,613 | $7,669-79.0% | $6,673-75.8% | $14,365-88.8% |