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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 | $30,067 | $45,050-33.3% | $63,018-52.3% | $70,126-57.1% |
| Participation rate | 55.7% | 69.5%-13.8pp | 74.8%-19.1pp | 69.5%-13.8pp |
| Annual return | 13.13% | 18.76%-5.6pp | 87.62%-74.5pp | 73.15%-60.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,288 | $2,466-47.7% | $3,330-61.3% | $3,332-61.3% |
| Admin fee / account holder | $2,327 | $2,834-17.9% | $3,601-35.4% | $4,645-49.9% |