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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 | $37,822 | $77,638-51.3% | $156,551-75.8% | $62,881-39.9% |
| Participation rate | 67.5% | 71.2%-3.7pp | 84.0%-16.5pp | 69.3%-1.8pp |
| Annual return | 8.21% | 50.33%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,657 | $3,046-12.8% | $4,871-45.5% | $3,203-17.1% |
| Admin fee / account holder | $468 | $5,561-91.6% | $13,028-96.4% | $4,296-89.1% |