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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 | $28,856 | $78,428-63.2% | $95,960-69.9% | $79,852-63.9% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 11.14% | 19.37%-8.2pp | 91.63%-80.5pp | 31.72%-20.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,069 | $3,440-39.8% | $4,167-50.3% | $3,740-44.7% |
| Admin fee / account holder | $4,026 | $5,622-28.4% | $6,797-40.8% | $5,306-24.1% |