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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 | $58,023 | $69,248-16.2% | $64,101-9.5% | $139,466-58.4% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.3%-39.0pp | 80.3%-47.0pp |
| Annual return | 15.74% | 45.95%-30.2pp | 33.72%-18.0pp | 373.66%-357.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,687 | $4,682-64.0% | $3,881-56.5% | $6,712-74.9% |
| Admin fee / account holder | $543 | $4,247-87.2% | $3,070-82.3% | $11,409-95.2% |