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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 | $54,967 | $61,125-10.1% | $94,057-41.6% | $87,485-37.2% |
| Participation rate | 32.0% | 64.1%-32.1pp | 73.3%-41.3pp | 68.9%-36.9pp |
| Annual return | 20.52% | 35.20%-14.7pp | 480.62%-460.1pp | 26.06%-5.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,192 | $3,260-32.8% | $4,709-53.5% | $4,274-48.7% |
| Admin fee / account holder | $319 | $5,629-94.3% | $7,244-95.6% | $7,775-95.9% |