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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 | $55,285 | $55,902-1.1% | $76,030-27.3% | $80,959-31.7% |
| Participation rate | 48.0% | 62.1%-14.1pp | 69.1%-21.1pp | 67.7%-19.7pp |
| Annual return | 13.13% | 20.59%-7.5pp | 361.54%-348.4pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,902 | $3,051-4.9% | $4,257-31.8% | $4,300-32.5% |
| Admin fee / account holder | $16,393 | $5,239+212.9% | $6,421+155.3% | $6,925+136.7% |