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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 | $42,695 | $58,493-27.0% | $84,023-49.2% | $72,976-41.5% |
| Participation rate | 33.3% | 61.2%-27.9pp | 69.0%-35.7pp | 69.5%-36.2pp |
| Annual return | 20.29% | 28.93%-8.6pp | 71.32%-51.0pp | 81.02%-60.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,099 | $2,394-54.1% | $3,239-66.1% | $3,608-69.6% |
| Admin fee / account holder | $6,982 | $4,569+52.8% | $6,102+14.4% | $5,124+36.3% |