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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 | $56,452 | $102,429-44.9% | $147,096-61.6% | $80,925-30.2% |
| Participation rate | 29.4% | 75.9%-46.4pp | 82.2%-52.8pp | 67.7%-38.2pp |
| Annual return | 15.34% | 135.02%-119.7pp | 419.75%-404.4pp | 35.65%-20.3pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,705 | $6,649-59.3% | $8,071-66.5% | $4,299-37.1% |
| Admin fee / account holder | $1,546 | $7,957-80.6% | $13,005-88.1% | $6,940-77.7% |