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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 | $39,689 | $99,652-60.2% | $78,778-49.6% | $147,586-73.1% |
| Participation rate | 56.3% | 76.2%-20.0pp | 69.2%-12.9pp | 82.8%-26.6pp |
| Annual return | 20.16% | 47.28%-27.1pp | 35.62%-15.5pp | 578.59%-558.4pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,883 | $3,664-48.6% | $2,958-36.4% | $5,439-65.4% |
| Admin fee / account holder | $645 | $7,155-91.0% | $5,134-87.4% | $10,886-94.1% |