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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 | $43,671 | $83,337-47.6% | $67,834-35.6% | $273,972-84.1% |
| Participation rate | 22.2% | 76.4%-54.2pp | 68.8%-46.6pp | 83.0%-60.8pp |
| Annual return | 7.94% | 259.45%-251.5pp | 138.47%-130.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,607 | $4,088-60.7% | $3,160-49.2% | $5,287-69.6% |
| Admin fee / account holder | $510 | $6,752-92.4% | $4,622-89.0% | $10,133-95.0% |