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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 | $43,713 | $48,364-9.6% | $71,796-39.1% | $62,881-30.5% |
| Participation rate | 25.0% | 60.6%-35.6pp | 69.1%-44.1pp | 69.3%-44.3pp |
| Annual return | 5.87% | 13.16%-7.3pp | 78.04%-72.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,011 | $2,091-51.7% | $2,794-63.8% | $3,203-68.4% |
| Admin fee / account holder | $6,642 | $3,771+76.1% | $4,815+37.9% | $4,296+54.6% |