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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 | $42,545 | $53,583-20.6% | $114,563-62.9% | $64,340-33.9% |
| Participation rate | 19.3% | 47.4%-28.1pp | 72.9%-53.6pp | 55.2%-35.9pp |
| Annual return | 17.85% | 24.51%-6.7pp | 241.09%-223.2pp | 24.14%-6.3pp |
| Employer contribution / active EE | $0 | $1,087-100.0% | $2,592-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,178 | $2,134-44.8% | $4,142-71.6% | $2,980-60.5% |
| Admin fee / account holder | $4,640 | $3,206+44.7% | $7,623-39.1% | $3,703+25.3% |