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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 | $36,692 | $41,016-10.5% | $152,093-75.9% | $64,097-42.8% |
| Participation rate | 10.0% | 51.3%-41.3pp | 77.8%-67.8pp | 55.2%-45.2pp |
| Annual return | 17.05% | 39.60%-22.6pp | 66.36%-49.3pp | 34.64%-17.6pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,215 | $1,927-37.0% | $5,451-77.7% | $3,080-60.6% |
| Admin fee / account holder | $639 | $2,305-72.3% | $14,497-95.6% | $3,454-81.5% |