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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 | $39,771 | $56,134-29.2% | $96,171-58.6% | $85,847-53.7% |
| Participation rate | 38.1% | 56.7%-18.6pp | 68.4%-30.3pp | 69.3%-31.2pp |
| Annual return | 15.61% | 42.30%-26.7pp | 192.04%-176.4pp | 318.61%-303.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,989 | $2,858+74.6% | $4,350+14.7% | $3,952+26.2% |
| Admin fee / account holder | $1,749 | $3,769-53.6% | $5,538-68.4% | $6,261-72.1% |