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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 | $33,168 | $60,442-45.1% | $96,754-65.7% | $87,485-62.1% |
| Participation rate | 46.4% | 58.7%-12.3pp | 70.3%-23.8pp | 68.9%-22.5pp |
| Annual return | 15.21% | 21.97%-6.8pp | 82.04%-66.8pp | 26.06%-10.8pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,833 | $3,280-44.1% | $4,758-61.5% | $4,274-57.1% |
| Admin fee / account holder | $1,845 | $5,069-63.6% | $8,905-79.3% | $7,775-76.3% |