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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 | $35,484 | $36,002-1.4% | $161,489-78.0% | $64,728-45.2% |
| Participation rate | 40.0% | 57.4%-17.4pp | 78.7%-38.7pp | 57.9%-17.9pp |
| Annual return | 17.87% | 33.93%-16.1pp | 89.72%-71.8pp | 49.38%-31.5pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $1,961 | $1,815+8.1% | $5,630-65.2% | $2,729-28.1% |
| Admin fee / account holder | $1,912 | $931+105.5% | $16,006-88.1% | $1,145+67.0% |