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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 | $57,674 | $74,535-22.6% | $100,712-42.7% | $82,637-30.2% |
| Participation rate | 15.9% | 61.2%-45.3pp | 69.3%-53.4pp | 68.1%-52.2pp |
| Annual return | 12.69% | 18.92%-6.2pp | 33.27%-20.6pp | 53.51%-40.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,200 | $3,074-28.4% | $4,085-46.1% | $4,126-46.7% |
| Admin fee / account holder | $16,565 | $6,576+151.9% | $9,256+79.0% | $7,339+125.7% |