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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 | $56,022 | $105,198-46.7% | $159,455-64.9% | $85,856-34.7% |
| Participation rate | 32.6% | 75.8%-43.2pp | 82.8%-50.3pp | 69.3%-36.8pp |
| Annual return | 13.69% | 45.08%-31.4pp | 263.63%-249.9pp | 318.58%-304.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,718 | $5,946-54.3% | $7,353-63.0% | $3,952-31.2% |
| Admin fee / account holder | $3,533 | $6,934-49.0% | $10,800-67.3% | $6,261-43.6% |