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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 | $27,721 | $65,041-57.4% | $90,965-69.5% | $79,858-65.3% |
| Participation rate | 69.8% | 61.6%+8.2pp | 69.0%+0.8pp | 69.6%+0.1pp |
| Annual return | 18.73% | 30.45%-11.7pp | 134.57%-115.8pp | 31.72%-13.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,615 | $2,512-35.7% | $3,373-52.1% | $3,740-56.8% |
| Admin fee / account holder | $6,061 | $4,536+33.6% | $5,960+1.7% | $5,306+14.2% |