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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 | $32,663 | $49,976-34.6% | $66,674-51.0% | $82,637-60.5% |
| Participation rate | 15.0% | 63.1%-48.1pp | 73.7%-58.7pp | 68.1%-53.1pp |
| Annual return | 20.95% | 39.09%-18.1pp | 321.24%-300.3pp | 53.51%-32.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,894 | $2,847-33.4% | $4,084-53.6% | $4,126-54.1% |
| Admin fee / account holder | $311 | $4,594-93.2% | $5,098-93.9% | $7,339-95.8% |