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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 | $18,369 | $55,889-67.1% | $76,119-75.9% | $80,935-77.3% |
| Participation rate | 36.0% | 62.1%-26.1pp | 69.1%-33.1pp | 67.7%-31.7pp |
| Annual return | 12.51% | 20.58%-8.1pp | 361.25%-348.7pp | 35.66%-23.1pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,213 | $3,051-60.2% | $4,259-71.5% | $4,299-71.8% |
| Admin fee / account holder | $2,204 | $5,241-57.9% | $6,421-65.7% | $6,924-68.2% |