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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 | $39,883 | $49,881-20.0% | $80,589-50.5% | $75,173-46.9% |
| Participation rate | 47.4% | 55.3%-8.0pp | 67.0%-19.6pp | 67.2%-19.8pp |
| Annual return | 16.51% | 34.68%-18.2pp | 935.83%-919.3pp | 160.65%-144.1pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,936 | $2,991-35.3% | $4,449-56.5% | $4,126-53.1% |
| Admin fee / account holder | $2,334 | $3,577-34.7% | $5,379-56.6% | $5,651-58.7% |