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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 | $42,687 | $63,433-32.7% | $63,803-33.1% | $64,097-33.4% |
| Participation rate | 16.8% | 65.0%-48.2pp | 72.7%-55.9pp | 55.2%-38.4pp |
| Annual return | 14.12% | 20.74%-6.6pp | 543.72%-529.6pp | 34.64%-20.5pp |
| Employer contribution / active EE | $0 | $2,332-100.0% | $2,532-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,235 | $3,119-60.4% | $3,843-67.9% | $3,080-59.9% |
| Admin fee / account holder | $807 | $1,489-45.8% | $5,196-84.5% | $3,454-76.6% |