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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 | $56,697 | $63,703-11.0% | $93,063-39.1% | $82,448-31.2% |
| Participation rate | 40.2% | 63.8%-23.6pp | 72.1%-31.9pp | 68.1%-27.8pp |
| Annual return | 14.14% | -775.43%+789.6pp | 34.15%-20.0pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,922 | $2,919-34.2% | $3,958-51.4% | $4,139-53.6% |
| Admin fee / account holder | $16,813 | $5,982+181.1% | $6,033+178.7% | $7,234+132.4% |