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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 | $32,585 | $160,040-79.6% | $147,096-77.8% | $145,877-77.7% |
| Participation rate | 52.2% | 84.0%-31.8pp | 82.2%-30.0pp | 80.3%-28.1pp |
| Annual return | 29.02% | 98.49%-69.5pp | 419.75%-390.7pp | 551.28%-522.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,615 | $8,429-21.5% | $8,071-18.0% | $6,691-1.1% |
| Admin fee / account holder | $5,522 | $15,050-63.3% | $13,005-57.5% | $13,402-58.8% |