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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 | $39,254 | $40,264-2.5% | $57,349-31.6% | $59,633-34.2% |
| Participation rate | 20.3% | 69.2%-48.9pp | 75.1%-54.8pp | 68.7%-48.4pp |
| Annual return | 1.32% | 27.51%-26.2pp | 24.40%-23.1pp | 2041.40%-2040.1pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $802 | $2,400-66.6% | $3,162-74.6% | $3,192-74.9% |
| Admin fee / account holder | $23,092 | $2,819+719.1% | $3,356+588.0% | $4,297+437.4% |