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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 | $49,943 | $70,418-29.1% | $96,570-48.3% | $85,847-41.8% |
| Participation rate | 23.3% | 61.8%-38.5pp | 69.8%-46.5pp | 69.3%-46.0pp |
| Annual return | 13.62% | 18.59%-5.0pp | 37.79%-24.2pp | 318.61%-305.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,307 | $2,894-54.8% | $3,849-66.0% | $3,952-66.9% |
| Admin fee / account holder | $3,028 | $4,995-39.4% | $6,182-51.0% | $6,261-51.6% |