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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 | $57,880 | $58,311-0.7% | $81,882-29.3% | $80,959-28.5% |
| Participation rate | 19.0% | 63.5%-44.5pp | 72.4%-53.4pp | 67.7%-48.7pp |
| Annual return | 18.32% | 41.85%-23.5pp | 779.47%-761.2pp | 35.67%-17.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $753 | $3,287-77.1% | $4,323-82.6% | $4,300-82.5% |
| Admin fee / account holder | $633 | $4,752-86.7% | $7,360-91.4% | $6,925-90.9% |