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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 | $38,132 | $91,167-58.2% | $178,498-78.6% | $79,858-52.3% |
| Participation rate | 24.4% | 69.2%-44.8pp | 81.9%-57.5pp | 69.6%-45.2pp |
| Annual return | 15.77% | 24.19%-8.4pp | 151.09%-135.3pp | 31.72%-15.9pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,297 | $3,236-59.9% | $5,202-75.1% | $3,740-65.3% |
| Admin fee / account holder | $1,957 | $6,747-71.0% | $13,985-86.0% | $5,306-63.1% |