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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 | $37,668 | $75,183-49.9% | $123,894-69.6% | $55,167-31.7% |
| Participation rate | 51.3% | 72.8%-21.5pp | 81.4%-30.1pp | 69.0%-17.7pp |
| Annual return | 8.23% | 19.01%-10.8pp | 47.52%-39.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,828 | $5,084-44.4% | $5,984-52.7% | $3,054-7.4% |
| Admin fee / account holder | $1,369 | $663+106.7% | $8,357-83.6% | $504+171.7% |