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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 | $43,427 | $67,411-35.6% | $91,004-52.3% | $70,126-38.1% |
| Participation rate | 66.7% | 71.4%-4.7pp | 75.6%-8.9pp | 69.5%-2.9pp |
| Annual return | 17.53% | -40.16%+57.7pp | 4.60%+12.9pp | 73.15%-55.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,744 | $2,823-2.8% | $3,548-22.7% | $3,332-17.6% |
| Admin fee / account holder | $836 | $4,236-80.3% | $5,417-84.6% | $4,645-82.0% |