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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 | $43,807 | $48,284-9.3% | $67,524-35.1% | $80,911-45.9% |
| Participation rate | 24.7% | 66.4%-41.7pp | 72.9%-48.2pp | 67.6%-43.0pp |
| Annual return | 20.38% | 18.27%+2.1pp | 3519.41%-3499.0pp | 35.63%-15.2pp |
| Employer contribution / active EE | $138 | $2,021-93.2% | $2,734-95.0% | $2,756-95.0% |
| Participant deferral / active EE | $1,438 | $2,927-50.9% | $4,001-64.1% | $4,297-66.5% |
| Admin fee / account holder | $10,189 | $3,688+176.3% | $4,001+154.7% | $6,935+46.9% |