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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 | $58,860 | $78,425-24.9% | $95,956-38.7% | $79,858-26.3% |
| Participation rate | 33.9% | 73.5%-39.6pp | 77.1%-43.2pp | 69.6%-35.7pp |
| Annual return | 11.86% | 19.37%-7.5pp | 91.63%-79.8pp | 31.72%-19.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,681 | $3,440-51.1% | $4,167-59.6% | $3,740-55.0% |
| Admin fee / account holder | $1,443 | $5,622-74.3% | $6,797-78.8% | $5,306-72.8% |