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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 | $102,429-51.7% | $147,096-66.4% | $80,925-38.9% |
| Participation rate | 33.3% | 75.9%-42.5pp | 82.2%-48.8pp | 67.7%-34.3pp |
| Annual return | 19.68% | 135.02%-115.3pp | 419.75%-400.1pp | 35.65%-16.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,142 | $6,649-52.7% | $8,071-61.1% | $4,299-26.9% |
| Admin fee / account holder | $960 | $7,957-87.9% | $13,005-92.6% | $6,940-86.2% |