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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 | $37,631 | $52,279-28.0% | $89,435-57.9% | $79,856-52.9% |
| Participation rate | 25.7% | 57.5%-31.8pp | 68.0%-42.3pp | 69.6%-43.9pp |
| Annual return | 15.30% | 22.16%-6.9pp | 245.55%-230.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,121 | $2,740-59.1% | $3,890-71.2% | $3,741-70.0% |
| Admin fee / account holder | $2,446 | $3,356-27.1% | $4,884-49.9% | $5,306-53.9% |