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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 | $62,894 | $106,588-41.0% | $94,215-33.2% | $155,188-59.5% |
| Participation rate | 28.6% | 74.3%-45.7pp | 70.0%-41.4pp | 80.8%-52.2pp |
| Annual return | 13.52% | 29.39%-15.9pp | 28.22%-14.7pp | 148.84%-135.3pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,375 | $4,802-71.4% | $4,276-67.8% | $6,531-78.9% |
| Admin fee / account holder | $332 | $12,281-97.3% | $10,216-96.8% | $14,480-97.7% |