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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 | $57,128 | $60,442-5.5% | $96,754-41.0% | $87,485-34.7% |
| Participation rate | 19.7% | 58.7%-39.0pp | 70.3%-50.6pp | 68.9%-49.2pp |
| Annual return | 15.15% | 21.97%-6.8pp | 82.04%-66.9pp | 26.06%-10.9pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,021 | $3,280-38.4% | $4,758-57.5% | $4,274-52.7% |
| Admin fee / account holder | $14,044 | $5,069+177.0% | $8,905+57.7% | $7,775+80.6% |