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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 | $43,848 | $48,364-9.3% | $71,796-38.9% | $62,881-30.3% |
| Participation rate | 29.6% | 60.6%-31.0pp | 69.1%-39.5pp | 69.3%-39.7pp |
| Annual return | 10.87% | 13.16%-2.3pp | 78.04%-67.2pp | 20.14%-9.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,048 | $2,091-49.9% | $2,794-62.5% | $3,203-67.3% |
| Admin fee / account holder | $5,123 | $3,771+35.8% | $4,815+6.4% | $4,296+19.3% |