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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 | $35,637 | $58,275-38.8% | $81,844-56.5% | $80,935-56.0% |
| Participation rate | 16.0% | 63.5%-47.5pp | 72.4%-56.4pp | 67.7%-51.7pp |
| Annual return | 23.99% | 41.82%-17.8pp | 778.87%-754.9pp | 35.66%-11.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,202 | $3,285-63.4% | $4,323-72.2% | $4,299-72.0% |
| Admin fee / account holder | $701 | $4,749-85.2% | $7,355-90.5% | $6,924-89.9% |