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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 | $37,639 | $101,063-62.8% | $81,473-53.8% | $147,585-74.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 14.20% | 32.41%-18.2pp | 38.78%-24.6pp | 578.58%-564.4pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $776 | $4,242-81.7% | $3,537-78.1% | $5,439-85.7% |
| Admin fee / account holder | $470 | $5,812-91.9% | $4,561-89.7% | $10,886-95.7% |