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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 | $35,949 | $89,225-59.7% | $133,698-73.1% | $74,478-51.7% |
| Participation rate | 63.4% | 69.4%-6.1pp | 76.4%-13.1pp | 67.2%-3.9pp |
| Annual return | 13.92% | 22.76%-8.8pp | 580.90%-567.0pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $0 | $2,816-100.0% | $4,218-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,716 | $4,597-19.2% | $7,016-47.0% | $4,350-14.6% |
| Admin fee / account holder | $1,103 | $1,545-28.6% | $6,703-83.5% | $1,946-43.3% |