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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 | $40,651 | $105,856-61.6% | $90,161-54.9% | $147,586-72.5% |
| Participation rate | 30.4% | 79.7%-49.3pp | 76.9%-46.4pp | 82.8%-52.4pp |
| Annual return | 15.87% | 37.63%-21.8pp | 34.89%-19.0pp | 578.59%-562.7pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,886 | $5,733-67.1% | $5,287-64.3% | $5,439-65.3% |
| Admin fee / account holder | $9,745 | $8,046+21.1% | $5,943+64.0% | $10,886-10.5% |