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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 | $42,755 | $91,198-53.1% | $178,503-76.0% | $79,856-46.5% |
| Participation rate | 47.4% | 69.2%-21.8pp | 81.9%-34.6pp | 69.6%-22.3pp |
| Annual return | 15.23% | 24.20%-9.0pp | 151.12%-135.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,095 | $3,237-35.3% | $5,202-59.7% | $3,741-44.0% |
| Admin fee / account holder | $21,015 | $6,748+211.4% | $13,987+50.2% | $5,306+296.0% |