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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 | $37,375 | $48,053-22.2% | $84,628-55.8% | $72,975-48.8% |
| Participation rate | 21.4% | 57.6%-36.1pp | 68.2%-46.8pp | 69.5%-48.1pp |
| Annual return | 18.05% | 37.39%-19.3pp | 258.80%-240.7pp | 81.01%-63.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $922 | $2,681-65.6% | $3,900-76.4% | $3,608-74.4% |
| Admin fee / account holder | $2,548 | $3,395-25.0% | $4,914-48.1% | $5,124-50.3% |