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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 | $36,363 | $157,829-77.0% | $136,867-73.4% | $198,609-81.7% |
| Participation rate | 40.0% | 77.2%-37.2pp | 74.5%-34.5pp | 82.4%-42.4pp |
| Annual return | 12.41% | 51.25%-38.8pp | 42.97%-30.6pp | 202.70%-190.3pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,996 | $5,463-45.2% | $4,924-39.2% | $6,977-57.1% |
| Admin fee / account holder | $961 | $11,107-91.3% | $10,340-90.7% | $19,030-94.9% |