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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 | $61,125-42.6% | $94,057-62.7% | $87,485-59.9% |
| Participation rate | 18.9% | 64.1%-45.1pp | 73.3%-54.4pp | 68.9%-50.0pp |
| Annual return | 19.35% | 35.20%-15.8pp | 480.62%-461.3pp | 26.06%-6.7pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $872 | $3,260-73.2% | $4,709-81.5% | $4,274-79.6% |
| Admin fee / account holder | $390 | $5,629-93.1% | $7,244-94.6% | $7,775-95.0% |