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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 | $39,826 | $88,672-55.1% | $105,223-62.2% | $82,448-51.7% |
| Participation rate | 68.8% | 67.9%+0.8pp | 75.0%-6.3pp | 68.1%+0.7pp |
| Annual return | 15.00% | 30.86%-15.9pp | 180.65%-165.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,897 | $4,036-53.0% | $5,072-62.6% | $4,139-54.2% |
| Admin fee / account holder | $559 | $7,146-92.2% | $8,859-93.7% | $7,234-92.3% |