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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 | $42,204 | $63,861-33.9% | $104,639-59.7% | $79,856-47.1% |
| Participation rate | 39.4% | 64.9%-25.5pp | 74.1%-34.7pp | 69.6%-30.2pp |
| Annual return | 11.87% | 21.30%-9.4pp | 340.67%-328.8pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,046 | $2,693-61.2% | $3,738-72.0% | $3,741-72.0% |
| Admin fee / account holder | $715 | $4,185-82.9% | $6,465-88.9% | $5,306-86.5% |