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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 | $50,413 | $77,908-35.3% | $149,696-66.3% | $75,173-32.9% |
| Participation rate | 31.7% | 65.6%-33.9pp | 78.8%-47.1pp | 67.2%-35.5pp |
| Annual return | 20.15% | 31.73%-11.6pp | 134.46%-114.3pp | 160.72%-140.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,060 | $3,411-10.3% | $5,682-46.1% | $4,126-25.8% |
| Admin fee / account holder | $5,000 | $5,950-16.0% | $13,212-62.2% | $5,651-11.5% |