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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 | $37,720 | $95,415-60.5% | $185,851-79.7% | $85,851-56.1% |
| Participation rate | 59.8% | 68.8%-9.0pp | 81.7%-22.0pp | 69.3%-9.6pp |
| Annual return | 12.23% | 23.59%-11.4pp | 122.11%-109.9pp | 318.63%-306.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,034 | $3,424-40.6% | $5,569-63.5% | $3,952-48.5% |
| Admin fee / account holder | $4,495 | $7,215-37.7% | $16,245-72.3% | $6,261-28.2% |