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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 | $17,632 | $91,198-80.7% | $178,503-90.1% | $79,856-77.9% |
| Participation rate | 59.3% | 69.2%-10.0pp | 81.9%-22.7pp | 69.6%-10.4pp |
| Annual return | 11.69% | 24.20%-12.5pp | 151.12%-139.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,068 | $3,237-67.0% | $5,202-79.5% | $3,741-71.4% |
| Admin fee / account holder | $3,204 | $6,748-52.5% | $13,987-77.1% | $5,306-39.6% |