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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 | $35,304 | $48,364-27.0% | $71,796-50.8% | $62,881-43.9% |
| Participation rate | 65.8% | 60.6%+5.2pp | 69.1%-3.3pp | 69.3%-3.5pp |
| Annual return | 6.53% | 13.16%-6.6pp | 78.04%-71.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,603 | $2,091-23.3% | $2,794-42.6% | $3,203-49.9% |
| Admin fee / account holder | $454 | $3,771-88.0% | $4,815-90.6% | $4,296-89.4% |