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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 | $54,169 | $65,034-16.7% | $90,970-40.5% | $79,856-32.2% |
| Participation rate | 21.3% | 61.6%-40.3pp | 69.0%-47.7pp | 69.6%-48.4pp |
| Annual return | 21.09% | 30.45%-9.4pp | 134.60%-113.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,191 | $2,512-52.6% | $3,373-64.7% | $3,741-68.2% |
| Admin fee / account holder | $4,553 | $4,536+0.4% | $5,961-23.6% | $5,306-14.2% |