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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 | $43,823 | $93,346-53.1% | $71,796-39.0% | $273,972-84.0% |
| Participation rate | 64.3% | 76.5%-12.2pp | 69.1%-4.8pp | 83.0%-18.7pp |
| Annual return | 7.51% | 130.39%-122.9pp | 78.04%-70.5pp | 41.46%-33.9pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,599 | $3,475-54.0% | $2,794-42.8% | $5,287-69.8% |
| Admin fee / account holder | $2,058 | $6,571-68.7% | $4,815-57.3% | $10,133-79.7% |