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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 | $56,663 | $70,430-19.5% | $96,572-41.3% | $85,851-34.0% |
| Participation rate | 25.4% | 61.8%-36.4pp | 69.8%-44.4pp | 69.3%-43.9pp |
| Annual return | 15.48% | 18.58%-3.1pp | 37.79%-22.3pp | 318.63%-303.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,617 | $2,894-44.1% | $3,850-58.0% | $3,952-59.1% |
| Admin fee / account holder | $32,349 | $4,996+547.5% | $6,183+423.2% | $6,261+416.7% |