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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 | $30,215 | $109,967-72.5% | $97,197-68.9% | $145,877-79.3% |
| Participation rate | 52.6% | 76.0%-23.3pp | 72.7%-20.1pp | 80.3%-27.7pp |
| Annual return | 16.01% | 244.27%-228.3pp | 75.47%-59.5pp | 551.28%-535.3pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,573 | $4,676-66.4% | $4,263-63.1% | $6,691-76.5% |
| Admin fee / account holder | $835 | $6,199-86.5% | $5,637-85.2% | $13,402-93.8% |