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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 | $35,361 | $60,442-41.5% | $96,754-63.5% | $87,485-59.6% |
| Participation rate | 55.2% | 58.7%-3.5pp | 70.3%-15.1pp | 68.9%-13.8pp |
| Annual return | 17.05% | 21.97%-4.9pp | 82.04%-65.0pp | 26.06%-9.0pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,645 | $3,280+11.1% | $4,758-23.4% | $4,274-14.7% |
| Admin fee / account holder | $14,624 | $5,069+188.5% | $8,905+64.2% | $7,775+88.1% |