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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 | $14,498 | $61,815-76.5% | $97,295-85.1% | $80,959-82.1% |
| Participation rate | 59.3% | 63.5%-4.2pp | 72.7%-13.4pp | 67.7%-8.4pp |
| Annual return | 28.12% | -558.73%+586.9pp | 75.62%-47.5pp | 35.67%-7.5pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,359 | $3,027+44.0% | $4,264+2.2% | $4,300+1.4% |
| Admin fee / account holder | $609 | $5,166-88.2% | $5,646-89.2% | $6,925-91.2% |