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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 | $44,136 | $63,861-30.9% | $104,639-57.8% | $79,856-44.7% |
| Participation rate | 30.0% | 64.9%-34.9pp | 74.1%-44.1pp | 69.6%-39.6pp |
| Annual return | 17.10% | 21.30%-4.2pp | 340.67%-323.6pp | 31.71%-14.6pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,111 | $2,693-58.8% | $3,738-70.3% | $3,741-70.3% |
| Admin fee / account holder | $6,705 | $4,185+60.2% | $6,465+3.7% | $5,306+26.4% |