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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 | $56,165 | $65,041-13.6% | $90,965-38.3% | $79,858-29.7% |
| Participation rate | 35.6% | 61.6%-26.0pp | 69.0%-33.4pp | 69.6%-34.0pp |
| Annual return | 20.65% | 30.45%-9.8pp | 134.57%-113.9pp | 31.72%-11.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,954 | $2,512-22.2% | $3,373-42.1% | $3,740-47.8% |
| Admin fee / account holder | $1,536 | $4,536-66.1% | $5,960-74.2% | $5,306-71.1% |