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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 | $41,293 | $48,364-14.6% | $71,796-42.5% | $62,881-34.3% |
| Participation rate | 39.3% | 60.6%-21.3pp | 69.1%-29.8pp | 69.3%-30.0pp |
| Annual return | 7.51% | 13.16%-5.6pp | 78.04%-70.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,913 | $2,091-8.5% | $2,794-31.5% | $3,203-40.3% |
| Admin fee / account holder | $1,345 | $3,771-64.3% | $4,815-72.1% | $4,296-68.7% |