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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 | $32,799 | $70,418-53.4% | $96,570-66.0% | $85,847-61.8% |
| Participation rate | 64.3% | 61.8%+2.5pp | 69.8%-5.5pp | 69.3%-5.0pp |
| Annual return | 30.18% | 18.59%+11.6pp | 37.79%-7.6pp | 318.61%-288.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,277 | $2,894-21.3% | $3,849-40.8% | $3,952-42.4% |
| Admin fee / account holder | $453 | $4,995-90.9% | $6,182-92.7% | $6,261-92.8% |