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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 | $30,538 | $125,778-75.7% | $114,563-73.3% | $154,746-80.3% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.9%-47.9pp | 80.7%-55.7pp |
| Annual return | 18.41% | 295.14%-276.7pp | 241.09%-222.7pp | 172.34%-153.9pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,740 | $4,445-60.8% | $4,142-58.0% | $6,730-74.1% |
| Admin fee / account holder | $1,735 | $8,190-78.8% | $7,623-77.2% | $14,365-87.9% |