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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 | $38,134 | $98,766-61.4% | $149,730-74.5% | $79,852-52.2% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.6%-1.6pp |
| Annual return | 13.59% | 27.43%-13.8pp | 276.70%-263.1pp | 31.72%-18.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,324 | $5,681-41.5% | $6,843-51.4% | $3,740-11.1% |
| Admin fee / account holder | $3,003 | $6,052-50.4% | $9,310-67.7% | $5,306-43.4% |