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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 | $35,806 | $102,065-64.9% | $453,569-92.1% | $85,847-58.3% |
| Participation rate | 28.4% | 72.4%-44.0pp | 78.0%-49.7pp | 69.3%-41.0pp |
| Annual return | 20.35% | 25.44%-5.1pp | 64.43%-44.1pp | 318.61%-298.3pp |
| Employer contribution / active EE | $0 | $2,852-100.0% | $4,072-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,195 | $4,789-54.2% | $6,211-64.7% | $3,952-44.5% |
| Admin fee / account holder | $559 | $5,717-90.2% | $11,214-95.0% | $6,261-91.1% |