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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 | $36,714 | $77,416-52.6% | $69,464-47.1% | $152,897-76.0% |
| Participation rate | 57.1% | 78.1%-20.9pp | 74.6%-17.5pp | 82.5%-25.3pp |
| Annual return | 25.66% | 39.08%-13.4pp | 28.98%-3.3pp | 345.43%-319.8pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,400 | $4,413-45.6% | $3,536-32.1% | $5,851-59.0% |
| Admin fee / account holder | $892 | $6,208-85.6% | $3,840-76.8% | $11,599-92.3% |