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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 | $30,991 | $50,554-38.7% | $67,681-54.2% | $87,485-64.6% |
| Participation rate | 40.0% | 67.7%-27.7pp | 73.7%-33.7pp | 68.9%-28.9pp |
| Annual return | 14.59% | 17.81%-3.2pp | 590.58%-576.0pp | 26.06%-11.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,478 | $2,961-16.3% | $3,976-37.7% | $4,274-42.0% |
| Admin fee / account holder | $2,414 | $4,132-41.6% | $6,100-60.4% | $7,775-69.0% |