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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 | $64,867 | $86,288-24.8% | $111,306-41.7% | $85,851-24.4% |
| Participation rate | 45.9% | 73.3%-27.4pp | 77.3%-31.4pp | 69.3%-23.4pp |
| Annual return | 12.29% | 19.99%-7.7pp | 54.67%-42.4pp | 318.63%-306.3pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,890 | $3,641-48.1% | $4,488-57.9% | $3,952-52.2% |
| Admin fee / account holder | $490 | $8,189-94.0% | $7,966-93.9% | $6,261-92.2% |