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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 | $31,403 | $58,311-46.1% | $81,882-61.6% | $80,959-61.2% |
| Participation rate | 9.1% | 63.5%-54.4pp | 72.4%-63.3pp | 67.7%-58.6pp |
| Annual return | 12.46% | 41.85%-29.4pp | 779.47%-767.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $958 | $3,287-70.9% | $4,323-77.8% | $4,300-77.7% |
| Admin fee / account holder | $5,429 | $4,752+14.2% | $7,360-26.2% | $6,925-21.6% |