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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 | $36,654 | $110,248-66.8% | $95,728-61.7% | $139,456-73.7% |
| Participation rate | 41.7% | 75.7%-34.1pp | 72.3%-30.6pp | 80.3%-38.7pp |
| Annual return | 14.77% | 27.16%-12.4pp | 28.40%-13.6pp | 373.45%-358.7pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $782 | $4,675-83.3% | $4,245-81.6% | $6,711-88.3% |
| Admin fee / account holder | $632 | $6,607-90.4% | $5,673-88.9% | $11,407-94.5% |