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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 | $38,456 | $91,198-57.8% | $178,503-78.5% | $79,856-51.8% |
| Participation rate | 18.5% | 69.2%-50.7pp | 81.9%-63.4pp | 69.6%-51.1pp |
| Annual return | 12.32% | 24.20%-11.9pp | 151.12%-138.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,454 | $3,237-55.1% | $5,202-72.1% | $3,741-61.1% |
| Admin fee / account holder | $316 | $6,748-95.3% | $13,987-97.7% | $5,306-94.0% |