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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 | $41,590 | $49,896-16.6% | $80,627-48.4% | $75,173-44.7% |
| Participation rate | 8.3% | 55.3%-47.0pp | 67.0%-58.7pp | 67.2%-58.9pp |
| Annual return | 18.84% | 34.67%-15.8pp | 936.76%-917.9pp | 160.72%-141.9pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $831 | $2,992-72.2% | $4,443-81.3% | $4,126-79.9% |
| Admin fee / account holder | $4,493 | $3,578+25.6% | $5,381-16.5% | $5,651-20.5% |