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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 | $43,178 | $48,364-10.7% | $71,796-39.9% | $62,881-31.3% |
| Participation rate | 18.6% | 60.6%-42.0pp | 69.1%-50.5pp | 69.3%-50.7pp |
| Annual return | 15.25% | 13.16%+2.1pp | 78.04%-62.8pp | 20.14%-4.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,052 | $2,091-49.7% | $2,794-62.3% | $3,203-67.1% |
| Admin fee / account holder | $1,724 | $3,771-54.3% | $4,815-64.2% | $4,296-59.9% |