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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 | $35,734 | $51,638-30.8% | $68,368-47.7% | $82,448-56.7% |
| Participation rate | 17.1% | 63.6%-46.5pp | 73.8%-56.6pp | 68.1%-50.9pp |
| Annual return | 14.65% | 37.53%-22.9pp | 292.57%-277.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $891 | $2,914-69.4% | $4,123-78.4% | $4,139-78.5% |
| Admin fee / account holder | $1,245 | $4,643-73.2% | $5,150-75.8% | $7,234-82.8% |