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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 | $55,411 | $73,863-25.0% | $143,797-61.5% | $68,490-19.1% |
| Participation rate | 14.7% | 66.7%-52.0pp | 80.3%-65.6pp | 67.9%-53.2pp |
| Annual return | 14.90% | 0.91%+14.0pp | -0.04%+14.9pp | -7.85%+22.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,062 | $3,385-68.6% | $5,638-81.2% | $4,028-73.6% |
| Admin fee / account holder | $1,181 | $5,756-79.5% | $14,679-92.0% | $5,403-78.1% |