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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 | $30,410 | $53,128-42.8% | $86,582-64.9% | $70,126-56.6% |
| Participation rate | 53.8% | 65.3%-11.5pp | 73.5%-19.7pp | 69.5%-15.7pp |
| Annual return | 14.04% | 27.66%-13.6pp | 965.08%-951.0pp | 73.15%-59.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,894 | $2,695-29.7% | $3,609-47.5% | $3,332-43.2% |
| Admin fee / account holder | $1,047 | $3,584-70.8% | $4,904-78.6% | $4,645-77.5% |