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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 | $31,525 | $61,816-49.0% | $97,260-67.6% | $80,935-61.0% |
| Participation rate | 57.5% | 63.5%-5.9pp | 72.7%-15.1pp | 67.7%-10.1pp |
| Annual return | 12.27% | -558.73%+571.0pp | 75.54%-63.3pp | 35.66%-23.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,208 | $3,027-27.0% | $4,262-48.2% | $4,299-48.6% |
| Admin fee / account holder | $1,821 | $5,166-64.8% | $5,640-67.7% | $6,924-73.7% |