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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 | $38,266 | $47,944-20.2% | $67,834-43.6% | $62,881-39.1% |
| Participation rate | 56.0% | 61.1%-5.1pp | 68.8%-12.8pp | 69.3%-13.3pp |
| Annual return | 5.15% | 11.77%-6.6pp | 138.47%-133.3pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $949 | $2,247-57.8% | $3,160-70.0% | $3,203-70.4% |
| Admin fee / account holder | $1,662 | $3,712-55.2% | $4,622-64.0% | $4,296-61.3% |