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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 | $32,441 | $44,206-26.6% | $94,057-65.5% | $64,728-49.9% |
| Participation rate | 8.3% | 51.0%-42.7pp | 73.3%-65.0pp | 57.9%-49.6pp |
| Annual return | 11.10% | 259.42%-248.3pp | 480.62%-469.5pp | 49.38%-38.3pp |
| Employer contribution / active EE | $0 | $1,635-100.0% | $2,933-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $579 | $1,902-69.5% | $4,709-87.7% | $2,729-78.8% |
| Admin fee / account holder | $1,214 | $1,230-1.3% | $7,244-83.2% | $1,145+6.0% |