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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 | $17,705 | $77,638-77.2% | $156,551-88.7% | $62,881-71.8% |
| Participation rate | 59.4% | 71.2%-11.8pp | 84.0%-24.6pp | 69.3%-9.9pp |
| Annual return | 4.75% | 50.33%-45.6pp | 32.23%-27.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,359 | $3,046-55.4% | $4,871-72.1% | $3,203-57.6% |
| Admin fee / account holder | $2,329 | $5,561-58.1% | $13,028-82.1% | $4,296-45.8% |