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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 | $18,313 | $91,198-79.9% | $178,503-89.7% | $79,856-77.1% |
| Participation rate | 35.6% | 69.2%-33.7pp | 81.9%-46.4pp | 69.6%-34.1pp |
| Annual return | 12.11% | 24.20%-12.1pp | 151.12%-139.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,267 | $3,237-60.9% | $5,202-75.7% | $3,741-66.1% |
| Admin fee / account holder | $10,454 | $6,748+54.9% | $13,987-25.3% | $5,306+97.0% |