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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 | $35,531 | $95,975-63.0% | $74,552-52.3% | $135,382-73.8% |
| Participation rate | 37.5% | 75.7%-38.2pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | 11.90% | 56.96%-45.1pp | 32.53%-20.6pp | 519.77%-507.9pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,528 | $3,844-60.3% | $3,108-50.8% | $5,609-72.8% |
| Admin fee / account holder | $10,456 | $6,522+60.3% | $5,060+106.7% | $10,829-3.4% |