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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 | $49,705 | $65,041-23.6% | $90,965-45.4% | $79,858-37.8% |
| Participation rate | 24.4% | 61.6%-37.2pp | 69.0%-44.6pp | 69.6%-45.2pp |
| Annual return | 21.45% | 30.45%-9.0pp | 134.57%-113.1pp | 31.72%-10.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,255 | $2,512-50.0% | $3,373-62.8% | $3,740-66.4% |
| Admin fee / account holder | $1,907 | $4,536-58.0% | $5,960-68.0% | $5,306-64.1% |