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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 | $12,582 | $48,314-74.0% | $67,561-81.4% | $80,925-84.5% |
| Participation rate | 44.0% | 66.4%-22.4pp | 72.9%-28.9pp | 67.7%-23.7pp |
| Annual return | 16.92% | 18.28%-1.4pp | 3525.44%-3508.5pp | 35.65%-18.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,785 | $2,927-4.8% | $4,003-30.4% | $4,299-35.2% |
| Admin fee / account holder | $10,561 | $3,690+186.2% | $4,006+163.7% | $6,940+52.2% |