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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 | $45,317 | $70,435-35.7% | $96,575-53.1% | $85,856-47.2% |
| Participation rate | 31.0% | 61.8%-30.8pp | 69.8%-38.8pp | 69.3%-38.3pp |
| Annual return | 18.78% | 18.59%+0.2pp | 37.79%-19.0pp | 318.58%-299.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,355 | $2,894-53.2% | $3,849-64.8% | $3,952-65.7% |
| Admin fee / account holder | $1,133 | $4,997-77.3% | $6,182-81.7% | $6,261-81.9% |