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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 | $25,810 | $53,128-51.4% | $86,582-70.2% | $70,126-63.2% |
| Participation rate | 35.5% | 65.3%-29.8pp | 73.5%-38.1pp | 69.5%-34.1pp |
| Annual return | 13.08% | 27.66%-14.6pp | 965.08%-952.0pp | 73.15%-60.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,042 | $2,695-61.3% | $3,609-71.1% | $3,332-68.7% |
| Admin fee / account holder | $1,915 | $3,584-46.6% | $4,904-60.9% | $4,645-58.8% |