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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 | $39,890 | $79,223-49.6% | $102,460-61.1% | $74,478-46.4% |
| Participation rate | 39.9% | 74.8%-34.9pp | 76.5%-36.6pp | 67.2%-27.3pp |
| Annual return | 17.63% | 54.98%-37.3pp | 29.47%-11.8pp | 1370.56%-1352.9pp |
| Employer contribution / active EE | $706 | $2,363-70.1% | $3,025-76.6% | $2,626-73.1% |
| Participant deferral / active EE | $3,890 | $4,417-11.9% | $5,056-23.1% | $4,350-10.6% |
| Admin fee / account holder | $8,016 | $2,003+300.2% | $9,460-15.3% | $1,946+312.0% |