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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 | $40,442 | $127,790-68.4% | $106,554-62.0% | $167,553-75.9% |
| Participation rate | 61.9% | 78.3%-16.4pp | 76.1%-14.2pp | 82.1%-20.2pp |
| Annual return | 17.30% | 33.88%-16.6pp | 26.80%-9.5pp | 478.89%-461.6pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,532 | $5,088-69.9% | $4,398-65.2% | $6,343-75.8% |
| Admin fee / account holder | $2,975 | $11,231-73.5% | $7,408-59.8% | $12,316-75.8% |