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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 | $35,274 | $90,486-61.0% | $78,676-55.2% | $273,972-87.1% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 14.51% | 75.62%-61.1pp | 62.19%-47.7pp | 41.46%-26.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,226 | $3,901-42.9% | $3,517-36.7% | $5,287-57.9% |
| Admin fee / account holder | $12,897 | $5,263+145.0% | $4,510+186.0% | $10,133+27.3% |