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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 | $38,596 | $61,816-37.6% | $97,260-60.3% | $80,935-52.3% |
| Participation rate | 68.3% | 63.5%+4.8pp | 72.7%-4.4pp | 67.7%+0.6pp |
| Annual return | 14.94% | -558.73%+573.7pp | 75.54%-60.6pp | 35.66%-20.7pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,850 | $3,027-5.9% | $4,262-33.1% | $4,299-33.7% |
| Admin fee / account holder | $3,965 | $5,166-23.3% | $5,640-29.7% | $6,924-42.7% |