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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 | $41,749 | $48,364-13.7% | $71,796-41.9% | $62,881-33.6% |
| Participation rate | 44.2% | 60.6%-16.4pp | 69.1%-24.9pp | 69.3%-25.1pp |
| Annual return | 9.99% | 13.16%-3.2pp | 78.04%-68.0pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,413 | $2,091-32.4% | $2,794-49.4% | $3,203-55.9% |
| Admin fee / account holder | $569 | $3,771-84.9% | $4,815-88.2% | $4,296-86.8% |