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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 | $37,676 | $58,311-35.4% | $81,882-54.0% | $80,959-53.5% |
| Participation rate | 54.1% | 63.5%-9.4pp | 72.4%-18.3pp | 67.7%-13.6pp |
| Annual return | 14.19% | 41.85%-27.7pp | 779.47%-765.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,747 | $3,287-16.4% | $4,323-36.5% | $4,300-36.1% |
| Admin fee / account holder | $569 | $4,752-88.0% | $7,360-92.3% | $6,925-91.8% |