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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 | $34,163 | $94,436-63.8% | $115,599-70.4% | $82,637-58.7% |
| Participation rate | 49.1% | 70.4%-21.3pp | 74.3%-25.2pp | 68.1%-18.9pp |
| Annual return | 16.44% | 18.37%-1.9pp | 111.10%-94.7pp | 53.51%-37.1pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,056 | $3,955-48.0% | $4,889-57.9% | $4,126-50.2% |
| Admin fee / account holder | $1,291 | $10,328-87.5% | $12,841-89.9% | $7,339-82.4% |