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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 | $30,175 | $47,848-36.9% | $81,473-63.0% | $70,126-57.0% |
| Participation rate | 30.4% | 58.3%-27.8pp | 68.0%-37.5pp | 69.5%-39.1pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $797 | $2,453-67.5% | $3,537-77.5% | $3,332-76.1% |
| Admin fee / account holder | $6,117 | $3,145+94.5% | $4,561+34.1% | $4,645+31.7% |