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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 | $58,275-0.7% | $81,844-29.3% | $80,935-28.5% |
| Participation rate | 19.0% | 63.5%-44.5pp | 72.4%-53.4pp | 67.7%-48.7pp |
| Annual return | 18.32% | 41.82%-23.5pp | 778.87%-760.6pp | 35.66%-17.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $753 | $3,285-77.1% | $4,323-82.6% | $4,299-82.5% |
| Admin fee / account holder | $633 | $4,749-86.7% | $7,355-91.4% | $6,924-90.9% |