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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 | $42,794 | $48,118-11.1% | $136,833-68.7% | $94,015-54.5% |
| Participation rate | 15.7% | 47.4%-31.7pp | 59.0%-43.3pp | 70.8%-55.1pp |
| Annual return | 14.26% | 14.65%-0.4pp | 35.32%-21.1pp | 17.84%-3.6pp |
| Employer contribution / active EE | $0 | $821-100.0% | $1,319-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $559 | $1,651-66.1% | $2,441-77.1% | $4,249-86.8% |
| Admin fee / account holder | $3,640 | $3,059+19.0% | $4,706-22.7% | $8,951-59.3% |