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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 | $37,704 | $98,776-61.8% | $149,745-74.8% | $79,856-52.8% |
| Participation rate | 36.7% | 75.8%-39.1pp | 82.5%-45.8pp | 69.6%-33.0pp |
| Annual return | 25.64% | 27.38%-1.7pp | 276.72%-251.1pp | 31.71%-6.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,381 | $5,681-58.1% | $6,843-65.2% | $3,741-36.3% |
| Admin fee / account holder | $464 | $6,053-92.3% | $9,312-95.0% | $5,306-91.3% |