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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 | $26,083 | $48,078-45.7% | $78,676-66.8% | $62,881-58.5% |
| Participation rate | 20.0% | 65.2%-45.2pp | 73.6%-53.6pp | 69.3%-49.3pp |
| Annual return | 5.18% | 31.36%-26.2pp | 62.19%-57.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $895 | $2,587-65.4% | $3,517-74.6% | $3,203-72.1% |
| Admin fee / account holder | $8,934 | $3,206+178.7% | $4,510+98.1% | $4,296+108.0% |