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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 | $35,889 | $149,040-75.9% | $120,225-70.1% | $137,256-73.9% |
| Participation rate | 28.6% | 75.4%-46.8pp | 69.6%-41.0pp | 80.0%-51.4pp |
| Annual return | 11.12% | 605.68%-594.6pp | 439.23%-428.1pp | 220.34%-209.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,399 | $4,655-27.0% | $3,999-15.0% | $6,407-46.9% |
| Admin fee / account holder | $2,141 | $6,348-66.3% | $5,696-62.4% | $12,270-82.6% |