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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 | $37,205 | $53,128-30.0% | $86,582-57.0% | $70,126-46.9% |
| Participation rate | 42.0% | 65.3%-23.3pp | 73.5%-31.6pp | 69.5%-27.6pp |
| Annual return | 16.35% | 27.66%-11.3pp | 965.08%-948.7pp | 73.15%-56.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $925 | $2,695-65.7% | $3,609-74.4% | $3,332-72.2% |
| Admin fee / account holder | $8,184 | $3,584+128.4% | $4,904+66.9% | $4,645+76.2% |