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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 | $36,249 | $87,106-58.4% | $105,607-65.7% | $80,935-55.2% |
| Participation rate | 51.3% | 70.4%-19.2pp | 75.3%-24.0pp | 67.7%-16.4pp |
| Annual return | 15.50% | 17.01%-1.5pp | 116.11%-100.6pp | 35.66%-20.2pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,892 | $3,986-27.4% | $5,011-42.3% | $4,299-32.7% |
| Admin fee / account holder | $2,656 | $8,447-68.6% | $10,958-75.8% | $6,924-61.6% |