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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 | $36,460 | $91,198-60.0% | $178,503-79.6% | $79,856-54.3% |
| Participation rate | 46.2% | 69.2%-23.1pp | 81.9%-35.8pp | 69.6%-23.5pp |
| Annual return | 23.30% | 24.20%-0.9pp | 151.12%-127.8pp | 31.71%-8.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,062 | $3,237-5.4% | $5,202-41.1% | $3,741-18.1% |
| Admin fee / account holder | $1,790 | $6,748-73.5% | $13,987-87.2% | $5,306-66.3% |