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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 | $38,559 | $47,448-18.7% | $94,993-59.4% | $62,293-38.1% |
| Participation rate | 24.6% | 66.5%-41.9pp | 73.9%-49.3pp | 69.5%-44.9pp |
| Annual return | 0.00% | 22.64%-22.6pp | 27.14%-27.1pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,300-100.0% | $2,603-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,070 | $2,375-54.9% | $3,317-67.7% | $3,169-66.2% |
| Admin fee / account holder | $1,627 | $434+274.5% | $4,960-67.2% | $479+239.4% |