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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 | $42,636 | $49,896-14.6% | $80,627-47.1% | $75,173-43.3% |
| Participation rate | 27.4% | 55.3%-27.9pp | 67.0%-39.6pp | 67.2%-39.8pp |
| Annual return | 17.98% | 34.67%-16.7pp | 936.76%-918.8pp | 160.72%-142.7pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,504 | $2,992-16.3% | $4,443-43.6% | $4,126-39.3% |
| Admin fee / account holder | $4,155 | $3,578+16.1% | $5,381-22.8% | $5,651-26.5% |