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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 | $38,429 | $103,387-62.8% | $87,102-55.9% | $152,885-74.9% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 18.37% | 28.10%-9.7pp | 28.19%-9.8pp | 345.39%-327.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,543 | $4,778+99.7% | $4,048+135.7% | $5,851+63.1% |
| Admin fee / account holder | $9,138 | $12,193-25.1% | $7,491+22.0% | $11,598-21.2% |