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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 | $34,122 | $49,976-31.7% | $66,674-48.8% | $82,637-58.7% |
| Participation rate | 23.2% | 63.1%-39.9pp | 73.7%-50.5pp | 68.1%-44.8pp |
| Annual return | 17.58% | 39.09%-21.5pp | 321.24%-303.7pp | 53.51%-35.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $621 | $2,847-78.2% | $4,084-84.8% | $4,126-85.0% |
| Admin fee / account holder | $3,647 | $4,594-20.6% | $5,098-28.5% | $7,339-50.3% |