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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 | $29,836 | $105,145-71.6% | $94,664-68.5% | $139,466-78.6% |
| Participation rate | 11.8% | 82.4%-70.6pp | 80.8%-69.1pp | 80.3%-68.6pp |
| Annual return | 14.99% | 38.09%-23.1pp | 156.84%-141.8pp | 373.66%-358.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,294 | $7,599-43.5% | $7,417-42.1% | $6,712-36.0% |
| Admin fee / account holder | $4,107 | $8,972-54.2% | $7,222-43.1% | $11,409-64.0% |