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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 | $38,082 | $77,908-51.1% | $149,696-74.6% | $75,173-49.3% |
| Participation rate | 20.9% | 65.6%-44.7pp | 78.8%-57.9pp | 67.2%-46.3pp |
| Annual return | 14.94% | 31.73%-16.8pp | 134.46%-119.5pp | 160.72%-145.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,287 | $3,411-62.3% | $5,682-77.3% | $4,126-68.8% |
| Admin fee / account holder | $4,602 | $5,950-22.7% | $13,212-65.2% | $5,651-18.6% |