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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 | $29,663 | $58,828-49.6% | $78,002-62.0% | $62,881-52.8% |
| Participation rate | 69.0% | 71.1%-2.0pp | 75.5%-6.5pp | 69.3%-0.3pp |
| Annual return | 11.84% | 17.16%-5.3pp | 425.99%-414.2pp | 20.14%-8.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,810 | $2,686-32.6% | $3,497-48.2% | $3,203-43.5% |
| Admin fee / account holder | $1,034 | $4,393-76.5% | $5,481-81.1% | $4,296-75.9% |