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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 | $54,221 | $100,811-46.2% | $86,698-37.5% | $134,545-59.7% |
| Participation rate | 40.0% | 79.0%-39.0pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | 0.44% | 29.11%-28.7pp | 35.96%-35.5pp | 418.37%-417.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,049 | $5,339-42.9% | $4,656-34.5% | $6,401-52.4% |
| Admin fee / account holder | $2,680 | $10,926-75.5% | $7,492-64.2% | $11,431-76.6% |