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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 | $30,300 | $63,342-52.2% | $92,235-67.1% | $70,131-56.8% |
| Participation rate | 44.4% | 68.7%-24.2pp | 76.5%-32.0pp | 69.5%-25.1pp |
| Annual return | 19.58% | 530.15%-510.6pp | 176.28%-156.7pp | 73.14%-53.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,877 | $2,854-34.2% | $3,897-51.8% | $3,332-43.7% |
| Admin fee / account holder | $1,857 | $3,840-51.7% | $5,194-64.2% | $4,645-60.0% |