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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 | $35,991 | $99,652-63.9% | $78,778-54.3% | $147,586-75.6% |
| Participation rate | 68.8% | 76.2%-7.5pp | 69.2%-0.4pp | 82.8%-14.1pp |
| Annual return | 9.27% | 47.28%-38.0pp | 35.62%-26.3pp | 578.59%-569.3pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,875 | $3,664-21.5% | $2,958-2.8% | $5,439-47.1% |
| Admin fee / account holder | $1,377 | $7,155-80.7% | $5,134-73.2% | $10,886-87.3% |