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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 | $38,179 | $84,713-54.9% | $75,717-49.6% | $167,518-77.2% |
| Participation rate | 68.4% | 77.8%-9.4pp | 74.8%-6.4pp | 82.1%-13.7pp |
| Annual return | 13.67% | 199.49%-185.8pp | 104.58%-90.9pp | 478.71%-465.0pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,945 | $4,578-13.8% | $3,821+3.3% | $6,342-37.8% |
| Admin fee / account holder | $1,165 | $5,357-78.3% | $3,619-67.8% | $12,312-90.5% |