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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 | $34,491 | $88,360-61.0% | $145,433-76.3% | $67,986-49.3% |
| Participation rate | 20.0% | 65.5%-45.5pp | 82.1%-62.1pp | 57.2%-37.2pp |
| Annual return | 15.43% | 63.15%-47.7pp | 66.58%-51.1pp | 31.67%-16.2pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,729 | $5,932-70.8% | $7,897-78.1% | $3,358-48.5% |
| Admin fee / account holder | $12,140 | $3,313+266.4% | $13,129-7.5% | $3,203+279.0% |