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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 | $18,543 | $46,534-60.2% | $64,097-71.1% | $75,177-75.3% |
| Participation rate | 39.3% | 65.9%-26.7pp | 72.3%-33.0pp | 67.2%-27.9pp |
| Annual return | 13.59% | 26.07%-12.5pp | 33.75%-20.2pp | 160.75%-147.2pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,934 | $2,835-31.8% | $3,881-50.2% | $4,126-53.1% |
| Admin fee / account holder | $11,688 | $2,957+295.3% | $3,070+280.8% | $5,651+106.8% |