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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 | $38,841 | $56,134-30.8% | $96,161-59.6% | $85,856-54.8% |
| Participation rate | 30.3% | 56.7%-26.4pp | 68.4%-38.1pp | 69.3%-39.0pp |
| Annual return | 16.45% | 42.30%-25.9pp | 192.01%-175.6pp | 318.58%-302.1pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,798-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,871 | $2,858-34.5% | $4,349-57.0% | $3,952-52.7% |
| Admin fee / account holder | $393 | $3,769-89.6% | $5,538-92.9% | $6,261-93.7% |