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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 | $55,457-44.1% | $77,361-59.9% | $94,015-67.0% |
| Participation rate | 40.0% | 69.8%-29.8pp | 75.0%-35.0pp | 70.8%-30.8pp |
| Annual return | 14.59% | 15.57%-1.0pp | 1011.54%-996.9pp | 17.84%-3.3pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,478 | $3,069-19.3% | $3,911-36.6% | $4,249-41.7% |
| Admin fee / account holder | $2,414 | $4,334-44.3% | $5,894-59.0% | $8,951-73.0% |