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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 | $45,626-6.8% | $94,105-54.8% | $64,097-33.6% |
| Participation rate | 19.3% | 48.0%-28.7pp | 71.9%-52.6pp | 55.2%-35.9pp |
| Annual return | 17.85% | 28.23%-10.4pp | 204.55%-186.7pp | 34.64%-16.8pp |
| Employer contribution / active EE | $0 | $1,171-100.0% | $2,504-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,178 | $2,128-44.6% | $3,881-69.6% | $3,080-61.8% |
| Admin fee / account holder | $4,640 | $2,872+61.5% | $6,199-25.2% | $3,454+34.3% |