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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 | $30,097 | $53,128-43.3% | $86,582-65.2% | $70,126-57.1% |
| Participation rate | 20.9% | 65.3%-44.4pp | 73.5%-52.6pp | 69.5%-48.6pp |
| Annual return | 15.44% | 27.66%-12.2pp | 965.08%-949.6pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,082 | $2,695-59.9% | $3,609-70.0% | $3,332-67.5% |
| Admin fee / account holder | $2,992 | $3,584-16.5% | $4,904-39.0% | $4,645-35.6% |