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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 | $33,615 | $65,034-48.3% | $90,970-63.0% | $79,856-57.9% |
| Participation rate | 37.8% | 61.6%-23.8pp | 69.0%-31.2pp | 69.6%-31.9pp |
| Annual return | 10.99% | 30.45%-19.5pp | 134.60%-123.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,295 | $2,512-48.5% | $3,373-61.6% | $3,741-65.4% |
| Admin fee / account holder | $1,656 | $4,536-63.5% | $5,961-72.2% | $5,306-68.8% |