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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 | $37,296 | $63,346-41.1% | $92,240-59.6% | $70,126-46.8% |
| Participation rate | 46.2% | 68.7%-22.5pp | 76.5%-30.3pp | 69.5%-23.4pp |
| Annual return | 12.84% | 530.19%-517.4pp | 176.29%-163.5pp | 73.15%-60.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,909 | $2,854-33.1% | $3,897-51.0% | $3,332-42.7% |
| Admin fee / account holder | $4,425 | $3,841+15.2% | $5,194-14.8% | $4,645-4.7% |