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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 | $47,614 | $63,861-25.4% | $104,625-54.5% | $79,852-40.4% |
| Participation rate | 39.3% | 64.9%-25.6pp | 74.1%-34.8pp | 69.6%-30.4pp |
| Annual return | 21.03% | 21.30%-0.3pp | 340.60%-319.6pp | 31.72%-10.7pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,054 | $2,693-23.8% | $3,738-45.1% | $3,740-45.1% |
| Admin fee / account holder | $360 | $4,185-91.4% | $6,465-94.4% | $5,306-93.2% |