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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 | $21,655 | $92,766-76.7% | $82,763-73.8% | $134,545-83.9% |
| Participation rate | 30.0% | 75.2%-45.2pp | 72.6%-42.6pp | 81.2%-51.2pp |
| Annual return | 0.37% | 946.97%-946.6pp | 702.45%-702.1pp | 418.37%-418.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,758 | $4,802-42.6% | $4,395-37.2% | $6,401-56.9% |
| Admin fee / account holder | $5,000 | $5,978-16.4% | $5,325-6.1% | $11,431-56.3% |