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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 | $40,973 | $78,707-47.9% | $117,861-65.2% | $70,126-41.6% |
| Participation rate | 64.3% | 73.2%-8.9pp | 79.7%-15.4pp | 69.5%-5.3pp |
| Annual return | 12.56% | 23.30%-10.7pp | 335.11%-322.5pp | 73.15%-60.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,262 | $3,297-31.4% | $4,482-49.5% | $3,332-32.1% |
| Admin fee / account holder | $4,455 | $5,066-12.1% | $8,021-44.5% | $4,645-4.1% |