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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 | $32,526 | $111,535-70.8% | $105,223-69.1% | $137,256-76.3% |
| Participation rate | 54.2% | 78.1%-23.9pp | 75.0%-20.9pp | 80.0%-25.8pp |
| Annual return | 13.69% | 237.85%-224.2pp | 180.65%-167.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,673 | $5,500-51.4% | $5,072-47.3% | $6,407-58.3% |
| Admin fee / account holder | $5,754 | $9,721-40.8% | $8,859-35.0% | $12,270-53.1% |