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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 | $45,526 | $70,418-35.3% | $96,570-52.9% | $85,847-47.0% |
| Participation rate | 25.9% | 61.8%-35.9pp | 69.8%-43.9pp | 69.3%-43.4pp |
| Annual return | 12.22% | 18.59%-6.4pp | 37.79%-25.6pp | 318.61%-306.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,331 | $2,894-54.0% | $3,849-65.4% | $3,952-66.3% |
| Admin fee / account holder | $407 | $4,995-91.9% | $6,182-93.4% | $6,261-93.5% |