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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 | $33,204 | $56,134-40.8% | $96,171-65.5% | $85,847-61.3% |
| Participation rate | 23.4% | 56.7%-33.3pp | 68.4%-45.0pp | 69.3%-45.9pp |
| Annual return | 20.93% | 42.30%-21.4pp | 192.04%-171.1pp | 318.61%-297.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,878 | $2,858-34.3% | $4,350-56.8% | $3,952-52.5% |
| Admin fee / account holder | $901 | $3,769-76.1% | $5,538-83.7% | $6,261-85.6% |