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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 | $23,733 | $70,435-66.3% | $96,575-75.4% | $85,856-72.4% |
| Participation rate | 34.7% | 61.8%-27.1pp | 69.8%-35.1pp | 69.3%-34.6pp |
| Annual return | 13.04% | 18.59%-5.6pp | 37.79%-24.8pp | 318.58%-305.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,941 | $2,894-32.9% | $3,849-49.6% | $3,952-50.9% |
| Admin fee / account holder | $1,427 | $4,997-71.4% | $6,182-76.9% | $6,261-77.2% |