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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 | $30,124 | $91,167-67.0% | $178,498-83.1% | $79,858-62.3% |
| Participation rate | 37.3% | 69.2%-32.0pp | 81.9%-44.7pp | 69.6%-32.4pp |
| Annual return | 12.19% | 24.19%-12.0pp | 151.09%-138.9pp | 31.72%-19.5pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,418 | $3,236-56.2% | $5,202-72.7% | $3,740-62.1% |
| Admin fee / account holder | $5,516 | $6,747-18.3% | $13,985-60.6% | $5,306+4.0% |