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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 | $39,176 | $118,877-67.0% | $96,570-59.4% | $167,536-76.6% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 9.96% | 50.50%-40.5pp | 37.79%-27.8pp | 478.82%-468.9pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,279 | $4,617-72.3% | $3,849-66.8% | $6,342-79.8% |
| Admin fee / account holder | $397 | $8,069-95.1% | $6,182-93.6% | $12,315-96.8% |