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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 | $31,875 | $84,236-62.2% | $170,435-81.3% | $70,126-54.5% |
| Participation rate | 44.4% | 70.8%-26.4pp | 83.6%-39.2pp | 69.5%-25.1pp |
| Annual return | 13.59% | 23.06%-9.5pp | 205.94%-192.3pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,041 | $3,086-66.3% | $4,939-78.9% | $3,332-68.8% |
| Admin fee / account holder | $1,523 | $5,698-73.3% | $13,881-89.0% | $4,645-67.2% |