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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 | $40,324 | $55,889-27.8% | $76,119-47.0% | $80,935-50.2% |
| Participation rate | 51.5% | 62.1%-10.6pp | 69.1%-17.6pp | 67.7%-16.1pp |
| Annual return | 11.45% | 20.58%-9.1pp | 361.25%-349.8pp | 35.66%-24.2pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,798 | $3,051-41.1% | $4,259-57.8% | $4,299-58.2% |
| Admin fee / account holder | $8,678 | $5,241+65.6% | $6,421+35.2% | $6,924+25.3% |