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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 | $35,058 | $51,638-32.1% | $68,368-48.7% | $82,448-57.5% |
| Participation rate | 18.9% | 63.6%-44.7pp | 73.8%-54.8pp | 68.1%-49.1pp |
| Annual return | 19.35% | 37.53%-18.2pp | 292.57%-273.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $872 | $2,914-70.1% | $4,123-78.8% | $4,139-78.9% |
| Admin fee / account holder | $390 | $4,643-91.6% | $5,150-92.4% | $7,234-94.6% |