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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 | $39,592 | $58,848-32.7% | $88,179-55.1% | $82,637-52.1% |
| Participation rate | 20.0% | 57.9%-37.9pp | 69.1%-49.1pp | 68.1%-48.1pp |
| Annual return | 14.43% | 22.76%-8.3pp | 64.97%-50.5pp | 53.51%-39.1pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,524 | $3,124-51.2% | $4,614-67.0% | $4,126-63.1% |
| Admin fee / account holder | $15,094 | $4,795+214.8% | $7,673+96.7% | $7,339+105.7% |