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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 | $34,796 | $68,852-49.5% | $120,524-71.1% | $80,925-57.0% |
| Participation rate | 56.8% | 61.6%-4.8pp | 71.9%-15.1pp | 67.7%-10.9pp |
| Annual return | 14.49% | 23.67%-9.2pp | 107.36%-92.9pp | 35.65%-21.2pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,849 | $3,187-10.6% | $4,994-42.9% | $4,299-33.7% |
| Admin fee / account holder | $1,868 | $5,781-67.7% | $9,440-80.2% | $6,940-73.1% |