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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 | $30,955 | $65,364-52.6% | $92,909-66.7% | $72,975-57.6% |
| Participation rate | 67.7% | 68.3%-0.6pp | 76.0%-8.3pp | 69.5%-1.7pp |
| Annual return | 25.17% | 42.11%-16.9pp | 109.44%-84.3pp | 81.01%-55.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,878 | $3,128-40.0% | $4,238-55.7% | $3,608-48.0% |
| Admin fee / account holder | $1,755 | $4,251-58.7% | $5,795-69.7% | $5,124-65.8% |