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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 | $27,939 | $65,034-57.0% | $90,970-69.3% | $79,856-65.0% |
| Participation rate | 48.5% | 61.6%-13.1pp | 69.0%-20.5pp | 69.6%-21.2pp |
| Annual return | 19.66% | 30.45%-10.8pp | 134.60%-114.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,200 | $2,512-52.2% | $3,373-64.4% | $3,741-67.9% |
| Admin fee / account holder | $400 | $4,536-91.2% | $5,961-93.3% | $5,306-92.5% |