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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 | $14,862 | $77,638-80.9% | $156,551-90.5% | $62,881-76.4% |
| Participation rate | 40.0% | 71.2%-31.2pp | 84.0%-44.0pp | 69.3%-29.3pp |
| Annual return | 4.69% | 50.33%-45.6pp | 32.23%-27.5pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,821 | $3,046-40.2% | $4,871-62.6% | $3,203-43.2% |
| Admin fee / account holder | $749 | $5,561-86.5% | $13,028-94.2% | $4,296-82.6% |