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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 | $29,863 | $108,882-72.6% | $96,754-69.1% | $154,746-80.7% |
| Participation rate | 57.1% | 75.1%-17.9pp | 70.3%-13.1pp | 80.7%-23.6pp |
| Annual return | 16.91% | 98.39%-81.5pp | 82.04%-65.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,822 | $5,323-47.0% | $4,758-40.7% | $6,730-58.1% |
| Admin fee / account holder | $336 | $10,200-96.7% | $8,905-96.2% | $14,365-97.7% |