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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 | $40,135 | $81,664-50.9% | $70,476-43.1% | $158,966-74.8% |
| Participation rate | 29.2% | 77.7%-48.6pp | 75.1%-45.9pp | 82.0%-52.8pp |
| Annual return | 11.44% | 208.59%-197.1pp | 109.12%-97.7pp | 302.95%-291.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,049 | $4,556-77.0% | $3,710-71.7% | $5,983-82.5% |
| Admin fee / account holder | $826 | $6,197-86.7% | $3,847-78.5% | $11,250-92.7% |