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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 | $14,235 | $52,279-72.8% | $89,435-84.1% | $79,856-82.2% |
| Participation rate | 15.9% | 57.5%-41.7pp | 68.0%-52.1pp | 69.6%-53.8pp |
| Annual return | 14.99% | 22.16%-7.2pp | 245.55%-230.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,583 | $2,740-42.2% | $3,890-59.3% | $3,741-57.7% |
| Admin fee / account holder | $5,067 | $3,356+51.0% | $4,884+3.7% | $5,306-4.5% |