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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 | $49,432 | $102,382-51.7% | $147,005-66.4% | $80,874-38.9% |
| Participation rate | 33.3% | 75.8%-42.5pp | 82.2%-48.8pp | 67.6%-34.3pp |
| Annual return | 19.68% | 134.89%-115.2pp | 418.76%-399.1pp | 35.62%-15.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,142 | $6,646-52.7% | $8,070-61.1% | $4,297-26.9% |
| Admin fee / account holder | $960 | $7,942-87.9% | $13,006-92.6% | $6,935-86.2% |