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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 | $42,566 | $58,311-27.0% | $81,882-48.0% | $80,959-47.4% |
| Participation rate | 15.0% | 63.5%-48.5pp | 72.4%-57.4pp | 67.7%-52.7pp |
| Annual return | 11.33% | 41.85%-30.5pp | 779.47%-768.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,307 | $3,287-60.2% | $4,323-69.8% | $4,300-69.6% |
| Admin fee / account holder | $3,136 | $4,752-34.0% | $7,360-57.4% | $6,925-54.7% |