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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 | $58,258-35.3% | $81,820-54.0% | $80,925-53.4% |
| Participation rate | 54.1% | 63.5%-9.4pp | 72.4%-18.3pp | 67.7%-13.6pp |
| Annual return | 14.19% | 41.76%-27.6pp | 777.93%-763.7pp | 35.65%-21.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,747 | $3,284-16.4% | $4,323-36.5% | $4,299-36.1% |
| Admin fee / account holder | $569 | $4,976-88.6% | $7,391-92.3% | $6,940-91.8% |