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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 | $40,692 | $110,801-63.3% | $86,868-53.2% | $167,518-75.7% |
| Participation rate | 19.0% | 75.8%-56.7pp | 71.6%-52.6pp | 82.1%-63.1pp |
| Annual return | 12.49% | 117.00%-104.5pp | 63.53%-51.0pp | 478.71%-466.2pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,820 | $4,547-38.0% | $3,699-23.8% | $6,342-55.5% |
| Admin fee / account holder | $7,796 | $8,417-7.4% | $5,829+33.7% | $12,312-36.7% |