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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 | $55,742 | $61,356-9.2% | $149,696-62.8% | $71,511-22.1% |
| Participation rate | 12.0% | 62.5%-50.5pp | 78.8%-66.7pp | 67.9%-55.9pp |
| Annual return | 16.51% | 35.86%-19.4pp | 134.46%-117.9pp | 28.86%-12.3pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,173 | $2,920-59.8% | $5,682-79.4% | $4,291-72.7% |
| Admin fee / account holder | $1,342 | $1,263+6.2% | $13,212-89.8% | $1,588-15.5% |