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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 | $37,866 | $70,684-46.4% | $169,390-77.6% | $75,173-49.6% |
| Participation rate | 36.4% | 64.8%-28.4pp | 77.2%-40.8pp | 67.2%-30.8pp |
| Annual return | 18.43% | 36.38%-18.0pp | 406.07%-387.6pp | 160.72%-142.3pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,108 | $4,310-51.1% | $6,222-66.1% | $4,126-48.9% |
| Admin fee / account holder | $1,237 | $5,404-77.1% | $9,015-86.3% | $5,651-78.1% |