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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 | $28,962 | $55,902-48.2% | $76,030-61.9% | $80,959-64.2% |
| Participation rate | 39.3% | 62.1%-22.7pp | 69.1%-29.7pp | 67.7%-28.3pp |
| Annual return | 17.30% | 20.59%-3.3pp | 361.54%-344.2pp | 35.67%-18.4pp |
| Employer contribution / active EE | -$0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,377 | $3,051-54.9% | $4,257-67.6% | $4,300-68.0% |
| Admin fee / account holder | $1,193 | $5,239-77.2% | $6,421-81.4% | $6,925-82.8% |