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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 | $39,170 | $48,364-19.0% | $71,796-45.4% | $62,881-37.7% |
| Participation rate | 40.8% | 60.6%-19.8pp | 69.1%-28.3pp | 69.3%-28.5pp |
| Annual return | 6.26% | 13.16%-6.9pp | 78.04%-71.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $963 | $2,091-53.9% | $2,794-65.5% | $3,203-69.9% |
| Admin fee / account holder | $9,573 | $3,771+153.8% | $4,815+98.8% | $4,296+122.8% |