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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 | $37,850 | $46,877-19.3% | $122,354-69.1% | $70,126-46.0% |
| Participation rate | 57.6% | 58.2%-0.6pp | 71.6%-14.1pp | 69.5%-12.0pp |
| Annual return | 19.31% | 24.22%-4.9pp | 30.28%-11.0pp | 73.15%-53.8pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,423 | $2,167-34.3% | $3,287-56.7% | $3,332-57.3% |
| Admin fee / account holder | $491 | $3,324-85.2% | $5,479-91.0% | $4,645-89.4% |