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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 | $39,923 | $48,364-17.5% | $71,796-44.4% | $62,881-36.5% |
| Participation rate | 16.2% | 60.6%-44.4pp | 69.1%-52.9pp | 69.3%-53.1pp |
| Annual return | 8.84% | 13.16%-4.3pp | 78.04%-69.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,791 | $2,091-14.3% | $2,794-35.9% | $3,203-44.1% |
| Admin fee / account holder | $11,593 | $3,771+207.4% | $4,815+140.8% | $4,296+169.9% |