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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 | $52,199 | $52,279-0.2% | $89,435-41.6% | $79,856-34.6% |
| Participation rate | 12.0% | 57.5%-45.5pp | 68.0%-56.0pp | 69.6%-57.6pp |
| Annual return | 16.11% | 22.16%-6.1pp | 245.55%-229.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $994 | $2,740-63.7% | $3,890-74.5% | $3,741-73.4% |
| Admin fee / account holder | $2,814 | $3,356-16.2% | $4,884-42.4% | $5,306-47.0% |