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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 | $34,447 | $91,179-62.2% | $178,499-80.7% | $79,852-56.9% |
| Participation rate | 35.6% | 69.2%-33.6pp | 81.9%-46.3pp | 69.6%-34.0pp |
| Annual return | 12.45% | 24.19%-11.7pp | 151.10%-138.7pp | 31.72%-19.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,738 | $3,236-46.3% | $5,202-66.6% | $3,740-53.5% |
| Admin fee / account holder | $5,175 | $6,749-23.3% | $13,986-63.0% | $5,306-2.5% |