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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 | $37,948 | $78,428-51.6% | $95,960-60.5% | $79,852-52.5% |
| Participation rate | 56.0% | 73.5%-17.5pp | 77.1%-21.1pp | 69.6%-13.6pp |
| Annual return | 12.33% | 19.37%-7.0pp | 91.63%-79.3pp | 31.72%-19.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,930 | $3,440-14.8% | $4,167-29.7% | $3,740-21.7% |
| Admin fee / account holder | $2,956 | $5,622-47.4% | $6,797-56.5% | $5,306-44.3% |