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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 | $42,700 | $45,266-5.7% | $103,693-58.8% | $65,306-34.6% |
| Participation rate | 18.4% | 53.3%-34.9pp | 72.6%-54.2pp | 57.7%-39.2pp |
| Annual return | 15.66% | 25.10%-9.4pp | 47.61%-32.0pp | 21.94%-6.3pp |
| Employer contribution / active EE | $0 | $1,765-100.0% | $2,920-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $643 | $2,099-69.4% | $4,579-86.0% | $2,959-78.3% |
| Admin fee / account holder | $4,107 | $3,221+27.5% | $7,858-47.7% | $3,480+18.0% |