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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 | $35,679 | $95,406-62.6% | $185,849-80.8% | $85,847-58.4% |
| Participation rate | 37.3% | 68.8%-31.5pp | 81.7%-44.4pp | 69.3%-32.0pp |
| Annual return | 16.92% | 23.59%-6.7pp | 122.10%-105.2pp | 318.61%-301.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,140 | $3,424-66.7% | $5,569-79.5% | $3,952-71.2% |
| Admin fee / account holder | $3,488 | $7,214-51.7% | $16,244-78.5% | $6,261-44.3% |