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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 | $39,346 | $58,828-33.1% | $78,002-49.6% | $62,881-37.4% |
| Participation rate | 37.9% | 71.1%-33.1pp | 75.5%-37.6pp | 69.3%-31.4pp |
| Annual return | 5.86% | 17.16%-11.3pp | 425.99%-420.1pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,519 | $2,686-43.4% | $3,497-56.6% | $3,203-52.6% |
| Admin fee / account holder | $1,941 | $4,393-55.8% | $5,481-64.6% | $4,296-54.8% |