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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 | $79,189-49.6% | $102,457-61.1% | $74,400-46.4% |
| Participation rate | 39.9% | 74.8%-34.9pp | 76.5%-36.6pp | 67.2%-27.3pp |
| Annual return | 17.63% | 54.98%-37.3pp | 29.41%-11.8pp | 1367.51%-1349.9pp |
| Employer contribution / active EE | $706 | $2,362-70.1% | $3,022-76.6% | $2,624-73.1% |
| Participant deferral / active EE | $3,890 | $4,415-11.9% | $5,054-23.0% | $4,348-10.5% |
| Admin fee / account holder | $8,016 | $2,002+300.3% | $9,451-15.2% | $1,944+312.4% |