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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 | $51,638-33.9% | $68,368-50.1% | $82,448-58.6% |
| Participation rate | 23.2% | 63.6%-40.4pp | 73.8%-50.5pp | 68.1%-44.9pp |
| Annual return | 17.58% | 37.53%-20.0pp | 292.57%-275.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $621 | $2,914-78.7% | $4,123-84.9% | $4,139-85.0% |
| Admin fee / account holder | $3,647 | $4,643-21.5% | $5,150-29.2% | $7,234-49.6% |