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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 | $39,578 | $63,346-37.5% | $92,239-57.1% | $70,124-43.6% |
| Participation rate | 55.6% | 68.7%-13.1pp | 76.5%-20.9pp | 69.5%-14.0pp |
| Annual return | 13.26% | 530.19%-516.9pp | 176.29%-163.0pp | 73.14%-59.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,470 | $2,854-13.4% | $3,897-36.6% | $3,332-25.9% |
| Admin fee / account holder | $1,801 | $3,841-53.1% | $5,194-65.3% | $4,645-61.2% |