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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 | $30,215 | $61,787-51.1% | $97,197-68.9% | $80,925-62.7% |
| Participation rate | 34.6% | 63.5%-28.9pp | 72.7%-38.1pp | 67.7%-33.0pp |
| Annual return | 14.76% | -558.16%+572.9pp | 75.47%-60.7pp | 35.65%-20.9pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,823 | $3,027-39.8% | $4,263-57.2% | $4,299-57.6% |
| Admin fee / account holder | $10,856 | $5,170+110.0% | $5,637+92.6% | $6,940+56.4% |