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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 | $44,512 | $83,090-46.4% | $130,062-65.8% | $71,529-37.8% |
| Participation rate | 36.3% | 74.1%-37.9pp | 78.5%-42.2pp | 67.9%-31.7pp |
| Annual return | 14.34% | 20.61%-6.3pp | -137.37%+151.7pp | 28.97%-14.6pp |
| Employer contribution / active EE | $0 | $2,624-100.0% | $4,322-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,622 | $4,436-40.9% | $5,821-54.9% | $4,291-38.9% |
| Admin fee / account holder | $1,770 | $1,727+2.5% | $10,601-83.3% | $1,588+11.4% |