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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 | $39,906 | $77,920-48.8% | $149,723-73.3% | $75,177-46.9% |
| Participation rate | 22.4% | 65.6%-43.1pp | 78.8%-56.3pp | 67.2%-44.8pp |
| Annual return | 20.17% | 31.72%-11.6pp | 134.50%-114.3pp | 160.75%-140.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,012 | $3,411-70.3% | $5,682-82.2% | $4,126-75.5% |
| Admin fee / account holder | $5,574 | $5,951-6.3% | $13,215-57.8% | $5,651-1.4% |