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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 | $34,750 | $46,745-25.7% | $60,547-42.6% | $52,331-33.6% |
| Participation rate | 69.8% | 58.6%+11.3pp | 68.0%+1.9pp | 68.1%+1.7pp |
| Annual return | -1.21% | 0.61%-1.8pp | 335.64%-336.9pp | 4.54%-5.8pp |
| Employer contribution / active EE | $0 | $1,259-100.0% | $2,419-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,709 | $2,145+26.3% | $3,328-18.6% | $3,022-10.4% |
| Admin fee / account holder | $2,358 | $537+339.2% | $4,536-48.0% | $592+298.6% |