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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 | $70,883 | $75,807-6.5% | $116,096-38.9% | $86,983-18.5% |
| Participation rate | 45.8% | 66.9%-21.0pp | 73.3%-27.5pp | 69.5%-23.7pp |
| Annual return | 13.63% | 18.57%-4.9pp | 326.25%-312.6pp | 25.83%-12.2pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,364 | $3,212-26.4% | $3,952-40.2% | $4,194-43.6% |
| Admin fee / account holder | $11,997 | $6,659+80.2% | $7,704+55.7% | $7,856+52.7% |