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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 | $41,189 | $61,815-33.4% | $97,295-57.7% | $80,959-49.1% |
| Participation rate | 69.2% | 63.5%+5.8pp | 72.7%-3.4pp | 67.7%+1.6pp |
| Annual return | 14.80% | -558.73%+573.5pp | 75.62%-60.8pp | 35.67%-20.9pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,020 | $3,027+264.1% | $4,264+158.5% | $4,300+156.3% |
| Admin fee / account holder | $4,874 | $5,166-5.6% | $5,646-13.7% | $6,925-29.6% |