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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 | $14,585 | $77,638-81.2% | $156,551-90.7% | $62,881-76.8% |
| Participation rate | 39.3% | 71.2%-31.9pp | 84.0%-44.7pp | 69.3%-30.0pp |
| Annual return | 8.03% | 50.33%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,258 | $3,046+39.8% | $4,871-12.6% | $3,203+32.9% |
| Admin fee / account holder | $9,648 | $5,561+73.5% | $13,028-25.9% | $4,296+124.6% |