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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 | $75,807-25.2% | $116,096-51.2% | $86,983-34.8% |
| Participation rate | 40.2% | 66.9%-26.6pp | 73.3%-33.1pp | 69.5%-29.3pp |
| Annual return | 14.14% | 18.57%-4.4pp | 326.25%-312.1pp | 25.83%-11.7pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,922 | $3,212-40.2% | $3,952-51.4% | $4,194-54.2% |
| Admin fee / account holder | $16,813 | $6,659+152.5% | $7,704+118.2% | $7,856+114.0% |