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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 | $56,697 | $63,354-10.5% | $94,105-39.8% | $82,637-31.4% |
| Participation rate | 40.2% | 63.8%-23.6pp | 71.9%-31.7pp | 68.1%-27.8pp |
| Annual return | 14.14% | 34.36%-20.2pp | 204.55%-190.4pp | 53.51%-39.4pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,922 | $2,873-33.1% | $3,881-50.5% | $4,126-53.4% |
| Admin fee / account holder | $16,813 | $5,073+231.4% | $6,199+171.2% | $7,339+129.1% |