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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 | $31,024 | $43,496-28.7% | $161,489-80.8% | $64,340-51.8% |
| Participation rate | 22.2% | 53.5%-31.3pp | 78.7%-56.5pp | 55.2%-33.0pp |
| Annual return | 12.71% | 20.76%-8.0pp | 89.72%-77.0pp | 24.14%-11.4pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,019 | $1,996-49.0% | $5,630-81.9% | $2,980-65.8% |
| Admin fee / account holder | $1,362 | $2,330-41.5% | $16,006-91.5% | $3,703-63.2% |