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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 | $40,993 | $85,024-51.8% | $70,544-41.9% | $139,466-70.6% |
| Participation rate | 52.6% | 73.9%-21.3pp | 68.4%-15.7pp | 80.3%-27.7pp |
| Annual return | 16.69% | 30.39%-13.7pp | 32.79%-16.1pp | 373.66%-357.0pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,907 | $5,891-67.6% | $4,568-58.3% | $6,712-71.6% |
| Admin fee / account holder | $934 | $8,928-89.5% | $6,427-85.5% | $11,409-91.8% |