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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 | $35,410 | $95,383-62.9% | $185,837-80.9% | $85,856-58.8% |
| Participation rate | 60.6% | 68.8%-8.2pp | 81.7%-21.1pp | 69.3%-8.7pp |
| Annual return | 20.45% | 23.59%-3.1pp | 122.08%-101.6pp | 318.58%-298.1pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,042 | $3,423+47.3% | $5,568-9.5% | $3,952+27.6% |
| Admin fee / account holder | $502 | $7,213-93.0% | $16,241-96.9% | $6,261-92.0% |