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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 | $31,594 | $45,050-29.9% | $63,018-49.9% | $70,126-54.9% |
| Participation rate | 12.9% | 69.5%-56.6pp | 74.8%-61.9pp | 69.5%-56.6pp |
| Annual return | 11.83% | 18.76%-6.9pp | 87.62%-75.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,071 | $2,466-56.5% | $3,330-67.8% | $3,332-67.8% |
| Admin fee / account holder | $543 | $2,834-80.9% | $3,601-84.9% | $4,645-88.3% |