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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 | $20,041 | $51,638-61.2% | $68,368-70.7% | $82,448-75.7% |
| Participation rate | 42.3% | 63.6%-21.3pp | 73.8%-31.4pp | 68.1%-25.8pp |
| Annual return | 19.22% | 37.53%-18.3pp | 292.57%-273.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,704 | $2,914-7.2% | $4,123-34.4% | $4,139-34.7% |
| Admin fee / account holder | $1,427 | $4,643-69.3% | $5,150-72.3% | $7,234-80.3% |