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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 | $34,578 | $53,128-34.9% | $86,582-60.1% | $70,126-50.7% |
| Participation rate | 41.7% | 65.3%-23.6pp | 73.5%-31.9pp | 69.5%-27.9pp |
| Annual return | 20.53% | 27.66%-7.1pp | 965.08%-944.6pp | 73.15%-52.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,054 | $2,695-23.8% | $3,609-43.1% | $3,332-38.3% |
| Admin fee / account holder | $3,672 | $3,584+2.5% | $4,904-25.1% | $4,645-20.9% |