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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 | $58,707 | $65,034-9.7% | $90,970-35.5% | $79,856-26.5% |
| Participation rate | 41.2% | 61.6%-20.4pp | 69.0%-27.8pp | 69.6%-28.5pp |
| Annual return | 11.60% | 30.45%-18.8pp | 134.60%-123.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,607 | $2,512-36.0% | $3,373-52.4% | $3,741-57.0% |
| Admin fee / account holder | $15,641 | $4,536+244.8% | $5,961+162.4% | $5,306+194.7% |