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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 | $39,180 | $98,760-60.3% | $149,715-73.8% | $79,858-50.9% |
| Participation rate | 57.4% | 75.8%-18.3pp | 82.5%-25.0pp | 69.6%-12.2pp |
| Annual return | 19.13% | 27.43%-8.3pp | 276.66%-257.5pp | 31.72%-12.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,349 | $5,681-23.5% | $6,842-36.4% | $3,740+16.3% |
| Admin fee / account holder | $1,731 | $6,053-71.4% | $9,310-81.4% | $5,306-67.4% |