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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 | $33,111 | $53,127-37.7% | $86,597-61.8% | $70,131-52.8% |
| Participation rate | 21.8% | 65.3%-43.5pp | 73.5%-51.7pp | 69.5%-47.7pp |
| Annual return | 16.54% | 27.66%-11.1pp | 964.96%-948.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,089 | $2,696-59.6% | $3,609-69.8% | $3,332-67.3% |
| Admin fee / account holder | $1,374 | $3,585-61.7% | $4,906-72.0% | $4,645-70.4% |