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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 | $20,859 | $48,364-56.9% | $71,796-70.9% | $62,881-66.8% |
| Participation rate | 27.6% | 60.6%-33.0pp | 69.1%-41.5pp | 69.3%-41.7pp |
| Annual return | 6.50% | 13.16%-6.7pp | 78.04%-71.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,400 | $2,091-33.1% | $2,794-49.9% | $3,203-56.3% |
| Admin fee / account holder | $2,767 | $3,771-26.6% | $4,815-42.5% | $4,296-35.6% |