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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 | $53,640 | $95,406-43.8% | $185,849-71.1% | $85,847-37.5% |
| Participation rate | 35.7% | 68.8%-33.1pp | 81.7%-46.0pp | 69.3%-33.6pp |
| Annual return | 20.66% | 23.59%-2.9pp | 122.10%-101.4pp | 318.61%-297.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,552 | $3,424-54.7% | $5,569-72.1% | $3,952-60.7% |
| Admin fee / account holder | $1,856 | $7,214-74.3% | $16,244-88.6% | $6,261-70.4% |