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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 | $43,313 | $58,828-26.4% | $78,002-44.5% | $62,881-31.1% |
| Participation rate | 34.8% | 71.1%-36.3pp | 75.5%-40.7pp | 69.3%-34.5pp |
| Annual return | 7.26% | 17.16%-9.9pp | 425.99%-418.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,788 | $2,686-33.4% | $3,497-48.9% | $3,203-44.2% |
| Admin fee / account holder | $1,199 | $4,393-72.7% | $5,481-78.1% | $4,296-72.1% |