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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 | $34,105 | $58,241-41.4% | $81,780-58.3% | $80,911-57.8% |
| Participation rate | 62.9% | 63.4%-0.5pp | 72.4%-9.5pp | 67.6%-4.7pp |
| Annual return | 15.90% | 41.73%-25.8pp | 776.27%-760.4pp | 35.63%-19.7pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,807 | $3,283-14.5% | $4,321-35.0% | $4,297-34.7% |
| Admin fee / account holder | $1,707 | $4,973-65.7% | $7,384-76.9% | $6,935-75.4% |