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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 | $75,966 | $99,652-23.8% | $78,778-3.6% | $147,586-48.5% |
| Participation rate | 38.9% | 76.2%-37.3pp | 69.2%-30.3pp | 82.8%-43.9pp |
| Annual return | 18.61% | 47.28%-28.7pp | 35.62%-17.0pp | 578.59%-560.0pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,163 | $3,664-41.0% | $2,958-26.9% | $5,439-60.2% |
| Admin fee / account holder | $943 | $7,155-86.8% | $5,134-81.6% | $10,886-91.3% |