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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 | $32,808 | $108,911-69.9% | $100,392-67.3% | $145,884-77.5% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 10.91% | 58.23%-47.3pp | 49.45%-38.5pp | 551.85%-540.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,408 | $8,459-36.1% | $8,090-33.1% | $6,690-19.2% |
| Admin fee / account holder | $7,110 | $9,698-26.7% | $7,904-10.0% | $13,392-46.9% |