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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 | $35,134 | $211,288-83.4% | $178,540-80.3% | $145,884-75.9% |
| Participation rate | 31.8% | 80.8%-49.0pp | 77.1%-45.3pp | 80.3%-48.5pp |
| Annual return | 12.83% | 30.27%-17.4pp | 27.15%-14.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,502 | $6,967-21.0% | $6,281-12.4% | $6,690-17.8% |
| Admin fee / account holder | $27,088 | $12,105+123.8% | $10,424+159.9% | $13,392+102.3% |