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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 | $33,367 | $51,638-35.4% | $68,368-51.2% | $82,448-59.5% |
| Participation rate | 28.6% | 63.6%-35.0pp | 73.8%-45.2pp | 68.1%-39.5pp |
| Annual return | 16.66% | 37.53%-20.9pp | 292.57%-275.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,668 | $2,914-42.7% | $4,123-59.5% | $4,139-59.7% |
| Admin fee / account holder | $1,236 | $4,643-73.4% | $5,150-76.0% | $7,234-82.9% |