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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 | $68,586-49.3% | $120,380-71.1% | $80,911-57.0% |
| Participation rate | 56.8% | 61.6%-4.8pp | 71.9%-15.1pp | 67.6%-10.9pp |
| Annual return | 14.49% | 23.62%-9.1pp | 107.28%-92.8pp | 35.63%-21.1pp |
| Employer contribution / active EE | $0 | $2,053-100.0% | $3,465-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,849 | $3,174-10.2% | $4,992-42.9% | $4,297-33.7% |
| Admin fee / account holder | $1,868 | $5,733-67.4% | $9,421-80.2% | $6,935-73.1% |