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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 | $24,436 | $47,848-48.9% | $81,473-70.0% | $70,126-65.2% |
| Participation rate | 36.7% | 58.3%-21.6pp | 68.0%-31.3pp | 69.5%-32.9pp |
| Annual return | 17.37% | 27.25%-9.9pp | 38.78%-21.4pp | 73.15%-55.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,643 | $2,453-33.0% | $3,537-53.5% | $3,332-50.7% |
| Admin fee / account holder | $8,981 | $3,145+185.6% | $4,561+96.9% | $4,645+93.3% |