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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 | $36,629 | $58,275-37.1% | $81,844-55.2% | $80,935-54.7% |
| Participation rate | 31.3% | 63.5%-32.2pp | 72.4%-41.1pp | 67.7%-36.4pp |
| Annual return | 11.46% | 41.82%-30.4pp | 778.87%-767.4pp | 35.66%-24.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,426 | $3,285-26.2% | $4,323-43.9% | $4,299-43.6% |
| Admin fee / account holder | $6,057 | $4,749+27.6% | $7,355-17.7% | $6,924-12.5% |