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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 | $35,112 | $82,678-57.5% | $125,391-72.0% | $68,490-48.7% |
| Participation rate | 51.9% | 75.1%-23.1pp | 82.4%-30.4pp | 67.9%-15.9pp |
| Annual return | 4.17% | -5.97%+10.1pp | 572.41%-568.2pp | -7.85%+12.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,397 | $6,111+37.4% | $7,448+12.7% | $4,028+108.5% |
| Admin fee / account holder | $5,794 | $6,277-7.7% | $10,009-42.1% | $5,403+7.2% |