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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 | $32,575 | $129,737-74.9% | $119,126-72.7% | $154,746-78.9% |
| Participation rate | 33.3% | 78.9%-45.5pp | 75.8%-42.4pp | 80.7%-47.4pp |
| Annual return | 13.37% | 379.08%-365.7pp | 282.11%-268.7pp | 172.34%-159.0pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,333 | $5,842+76.9% | $5,318+94.3% | $6,730+53.5% |
| Admin fee / account holder | $1,134 | $11,961-90.5% | $10,693-89.4% | $14,365-92.1% |