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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 | $42,825 | $53,128-19.4% | $86,582-50.5% | $70,126-38.9% |
| Participation rate | 47.1% | 65.3%-18.2pp | 73.5%-26.5pp | 69.5%-22.5pp |
| Annual return | 15.21% | 27.66%-12.4pp | 965.08%-949.9pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,688 | $2,695-37.3% | $3,609-53.2% | $3,332-49.3% |
| Admin fee / account holder | $416 | $3,584-88.4% | $4,904-91.5% | $4,645-91.1% |