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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 | $39,730 | $61,125-35.0% | $94,057-57.8% | $87,485-54.6% |
| Participation rate | 49.2% | 64.1%-14.8pp | 73.3%-24.1pp | 68.9%-19.7pp |
| Annual return | 18.16% | 35.20%-17.0pp | 480.62%-462.5pp | 26.06%-7.9pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,837 | $3,260+17.7% | $4,709-18.5% | $4,274-10.2% |
| Admin fee / account holder | $409 | $5,629-92.7% | $7,244-94.3% | $7,775-94.7% |