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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 | $40,566 | $45,343-10.5% | $150,298-73.0% | $67,986-40.3% |
| Participation rate | 25.6% | 51.9%-26.3pp | 77.8%-52.2pp | 57.2%-31.6pp |
| Annual return | 13.07% | 33.28%-20.2pp | 62.79%-49.7pp | 31.67%-18.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $610 | $2,055-70.3% | $5,453-88.8% | $3,358-81.8% |
| Admin fee / account holder | $900 | $2,250-60.0% | $14,116-93.6% | $3,203-71.9% |