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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 | $43,436 | $95,406-54.5% | $185,849-76.6% | $85,847-49.4% |
| Participation rate | 25.8% | 68.8%-43.0pp | 81.7%-55.9pp | 69.3%-43.5pp |
| Annual return | 12.69% | 23.59%-10.9pp | 122.10%-109.4pp | 318.61%-305.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,097 | $3,424-67.9% | $5,569-80.3% | $3,952-72.2% |
| Admin fee / account holder | $2,798 | $7,214-61.2% | $16,244-82.8% | $6,261-55.3% |