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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 | $37,751 | $95,415-60.4% | $185,851-79.7% | $85,851-56.0% |
| Participation rate | 53.3% | 68.8%-15.4pp | 81.7%-28.4pp | 69.3%-16.0pp |
| Annual return | 12.07% | 23.59%-11.5pp | 122.11%-110.0pp | 318.63%-306.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,778 | $3,424+10.4% | $5,569-32.2% | $3,952-4.4% |
| Admin fee / account holder | $10,798 | $7,215+49.7% | $16,245-33.5% | $6,261+72.5% |