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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 | $50,163 | $66,431-24.5% | $109,916-54.4% | $85,851-41.6% |
| Participation rate | 36.7% | 63.9%-27.2pp | 74.2%-37.6pp | 69.3%-32.7pp |
| Annual return | 18.75% | 19.59%-0.8pp | 29.46%-10.7pp | 318.63%-299.9pp |
| Employer contribution / active EE | $0 | $1,688-100.0% | $2,844-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,133 | $2,844-60.2% | $4,047-72.0% | $3,952-71.3% |
| Admin fee / account holder | $3,487 | $4,559-23.5% | $6,069-42.5% | $6,261-44.3% |