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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 | $77,574-25.7% | $108,753-47.0% | $86,983-33.7% |
| Participation rate | 15.9% | 62.3%-46.4pp | 71.1%-55.2pp | 69.5%-53.7pp |
| Annual return | 12.69% | 18.42%-5.7pp | 37.47%-24.8pp | 25.83%-13.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,200 | $3,128-29.7% | $4,115-46.5% | $4,194-47.5% |
| Admin fee / account holder | $16,565 | $6,529+153.7% | $10,320+60.5% | $7,856+110.9% |