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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 | $39,310 | $75,183-47.7% | $123,894-68.3% | $55,167-28.7% |
| Participation rate | 39.7% | 72.8%-33.2pp | 81.4%-41.7pp | 69.0%-29.3pp |
| Annual return | 7.31% | 19.01%-11.7pp | 47.52%-40.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,905 | $5,084-42.9% | $5,984-51.5% | $3,054-4.9% |
| Admin fee / account holder | $6,820 | $663+929.4% | $8,357-18.4% | $504+1253.4% |