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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 | $33,489 | $58,828-43.1% | $78,002-57.1% | $62,881-46.7% |
| Participation rate | 35.0% | 71.1%-36.1pp | 75.5%-40.5pp | 69.3%-34.3pp |
| Annual return | 7.06% | 17.16%-10.1pp | 425.99%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,496 | $2,686-44.3% | $3,497-57.2% | $3,203-53.3% |
| Admin fee / account holder | $11,826 | $4,393+169.2% | $5,481+115.8% | $4,296+175.3% |