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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 | $52,878 | $65,034-18.7% | $90,970-41.9% | $79,856-33.8% |
| Participation rate | 36.4% | 61.6%-25.3pp | 69.0%-32.7pp | 69.6%-33.3pp |
| Annual return | 17.15% | 30.45%-13.3pp | 134.60%-117.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,303 | $2,512-8.3% | $3,373-31.7% | $3,741-38.4% |
| Admin fee / account holder | $544 | $4,536-88.0% | $5,961-90.9% | $5,306-89.8% |