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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 | $30,344 | $65,034-53.3% | $90,970-66.6% | $79,856-62.0% |
| Participation rate | 45.2% | 61.6%-16.5pp | 69.0%-23.9pp | 69.6%-24.5pp |
| Annual return | 16.68% | 30.45%-13.8pp | 134.60%-117.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,808 | $2,512-28.0% | $3,373-46.4% | $3,741-51.7% |
| Admin fee / account holder | $3,603 | $4,536-20.6% | $5,961-39.6% | $5,306-32.1% |