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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 | $56,161 | $51,638+8.8% | $68,368-17.9% | $82,448-31.9% |
| Participation rate | 50.0% | 63.6%-13.6pp | 73.8%-23.8pp | 68.1%-18.1pp |
| Annual return | 23.12% | 37.53%-14.4pp | 292.57%-269.5pp | 41.64%-18.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,491 | $2,914+19.8% | $4,123-15.3% | $4,139-15.7% |
| Admin fee / account holder | $1,082 | $4,643-76.7% | $5,150-79.0% | $7,234-85.0% |