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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 | $29,130 | $49,976-41.7% | $66,674-56.3% | $82,637-64.7% |
| Participation rate | 60.0% | 63.1%-3.1pp | 73.7%-13.7pp | 68.1%-8.1pp |
| Annual return | 17.17% | 39.09%-21.9pp | 321.24%-304.1pp | 53.51%-36.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,394 | $2,847+19.2% | $4,084-16.9% | $4,126-17.7% |
| Admin fee / account holder | $521 | $4,594-88.7% | $5,098-89.8% | $7,339-92.9% |