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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 | $49,805 | $61,356-18.8% | $149,696-66.7% | $71,511-30.4% |
| Participation rate | 18.6% | 62.5%-43.9pp | 78.8%-60.2pp | 67.9%-49.3pp |
| Annual return | 17.24% | 35.86%-18.6pp | 134.46%-117.2pp | 28.86%-11.6pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $865 | $2,920-70.4% | $5,682-84.8% | $4,291-79.8% |
| Admin fee / account holder | $932 | $1,263-26.2% | $13,212-92.9% | $1,588-41.3% |