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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 | $36,788 | $114,013-67.7% | $103,693-64.5% | $155,188-76.3% |
| Participation rate | 13.3% | 75.2%-61.9pp | 72.6%-59.3pp | 80.8%-67.5pp |
| Annual return | 18.57% | 49.31%-30.7pp | 47.61%-29.0pp | 148.84%-130.3pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,317 | $4,970-73.5% | $4,579-71.2% | $6,531-79.8% |
| Admin fee / account holder | $503 | $8,407-94.0% | $7,858-93.6% | $14,480-96.5% |