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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 | $37,699 | $53,128-29.0% | $86,581-56.5% | $70,124-46.2% |
| Participation rate | 63.8% | 65.3%-1.5pp | 73.5%-9.8pp | 69.5%-5.7pp |
| Annual return | 23.21% | 27.66%-4.4pp | 965.06%-941.8pp | 73.14%-49.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,875 | $2,695-30.4% | $3,609-48.1% | $3,332-43.7% |
| Admin fee / account holder | $794 | $3,584-77.8% | $4,904-83.8% | $4,645-82.9% |