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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 | $40,874 | $47,848-14.6% | $81,473-49.8% | $70,126-41.7% |
| Participation rate | 14.5% | 58.3%-43.8pp | 68.0%-53.4pp | 69.5%-55.0pp |
| Annual return | 14.57% | 27.25%-12.7pp | 38.78%-24.2pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,008 | $2,453-58.9% | $3,537-71.5% | $3,332-69.7% |
| Admin fee / account holder | $1,050 | $3,145-66.6% | $4,561-77.0% | $4,645-77.4% |