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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 | $40,838 | $48,364-15.6% | $71,796-43.1% | $62,881-35.1% |
| Participation rate | 38.1% | 60.6%-22.5pp | 69.1%-31.0pp | 69.3%-31.2pp |
| Annual return | 8.47% | 13.16%-4.7pp | 78.04%-69.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,387 | $2,091-33.7% | $2,794-50.3% | $3,203-56.7% |
| Admin fee / account holder | $812 | $3,771-78.5% | $4,815-83.1% | $4,296-81.1% |