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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 | $44,316 | $55,889-20.7% | $76,119-41.8% | $80,935-45.2% |
| Participation rate | 33.8% | 62.1%-28.2pp | 69.1%-35.3pp | 67.7%-33.8pp |
| Annual return | 10.69% | 20.58%-9.9pp | 361.25%-350.6pp | 35.66%-25.0pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,809 | $3,051-7.9% | $4,259-34.0% | $4,299-34.7% |
| Admin fee / account holder | $2,955 | $5,241-43.6% | $6,421-54.0% | $6,924-57.3% |