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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 | $35,402 | $115,810-69.4% | $101,271-65.0% | $158,966-77.7% |
| Participation rate | 22.2% | 79.4%-57.1pp | 75.8%-53.6pp | 82.0%-59.7pp |
| Annual return | 15.85% | 56.15%-40.3pp | 46.48%-30.6pp | 302.95%-287.1pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,517 | $4,958-49.2% | $4,371-42.4% | $5,983-57.9% |
| Admin fee / account holder | $839 | $7,248-88.4% | $5,948-85.9% | $11,250-92.5% |