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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 | $33,058 | $48,364-31.6% | $71,796-54.0% | $62,881-47.4% |
| Participation rate | 42.9% | 60.6%-17.8pp | 69.1%-26.3pp | 69.3%-26.4pp |
| Annual return | 5.16% | 13.16%-8.0pp | 78.04%-72.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,572 | $2,091-24.8% | $2,794-43.7% | $3,203-50.9% |
| Admin fee / account holder | $1,515 | $3,771-59.8% | $4,815-68.5% | $4,296-64.7% |