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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 | $29,268 | $62,592-53.2% | $85,709-65.9% | $85,847-65.9% |
| Participation rate | 38.7% | 61.1%-22.4pp | 69.9%-31.1pp | 69.3%-30.6pp |
| Annual return | 11.72% | 23.77%-12.1pp | 21.49%-9.8pp | 318.61%-306.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,823 | $2,802-35.0% | $3,924-53.5% | $3,952-53.9% |
| Admin fee / account holder | $1,959 | $4,643-57.8% | $6,876-71.5% | $6,261-68.7% |