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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 | $31,966 | $77,814-58.9% | $158,223-79.8% | $86,983-63.3% |
| Participation rate | 16.5% | 68.4%-51.9pp | 79.2%-62.7pp | 69.5%-53.0pp |
| Annual return | 13.45% | 30.54%-17.1pp | 52.09%-38.6pp | 25.83%-12.4pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $943 | $3,270-71.2% | $5,467-82.8% | $4,194-77.5% |
| Admin fee / account holder | $2,251 | $5,879-61.7% | $16,047-86.0% | $7,856-71.3% |