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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 | $47,853 | $48,364-1.1% | $71,796-33.3% | $62,881-23.9% |
| Participation rate | 46.2% | 60.6%-14.5pp | 69.1%-23.0pp | 69.3%-23.2pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,657 | $2,091-20.8% | $2,794-40.7% | $3,203-48.3% |
| Admin fee / account holder | $679 | $3,771-82.0% | $4,815-85.9% | $4,296-84.2% |