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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 | $162,529-77.9% | $130,788-72.6% | $154,746-76.8% |
| Participation rate | 28.6% | 75.9%-47.3pp | 70.1%-41.5pp | 80.7%-52.1pp |
| Annual return | 11.12% | 510.48%-499.4pp | 386.44%-375.3pp | 172.34%-161.2pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,399 | $4,808-29.3% | $4,137-17.8% | $6,730-49.5% |
| Admin fee / account holder | $2,141 | $7,669-72.1% | $6,673-67.9% | $14,365-85.1% |