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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 | $55,687 | $58,828-5.3% | $78,002-28.6% | $62,881-11.4% |
| Participation rate | 43.2% | 71.1%-27.9pp | 75.5%-32.3pp | 69.3%-26.1pp |
| Annual return | 7.32% | 17.16%-9.8pp | 425.99%-418.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,167 | $2,686-19.3% | $3,497-38.0% | $3,203-32.3% |
| Admin fee / account holder | $11,893 | $4,393+170.7% | $5,481+117.0% | $4,296+176.9% |