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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 | $51,903 | $70,418-26.3% | $96,570-46.3% | $85,847-39.5% |
| Participation rate | 32.0% | 61.8%-29.8pp | 69.8%-37.8pp | 69.3%-37.3pp |
| Annual return | 13.04% | 18.59%-5.5pp | 37.79%-24.7pp | 318.61%-305.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,930 | $2,894+35.8% | $3,849+2.1% | $3,952-0.6% |
| Admin fee / account holder | $2,818 | $4,995-43.6% | $6,182-54.4% | $6,261-55.0% |