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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 | $39,534 | $58,099-32.0% | $76,872-48.6% | $75,173-47.4% |
| Participation rate | 13.0% | 63.9%-50.9pp | 69.6%-56.6pp | 67.2%-54.2pp |
| Annual return | 21.66% | 26.71%-5.1pp | 37.90%-16.2pp | 160.72%-139.1pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,308 | $2,999-56.4% | $3,832-65.9% | $4,126-68.3% |
| Admin fee / account holder | $3,923 | $4,778-17.9% | $5,476-28.4% | $5,651-30.6% |