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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 | $26,474 | $63,703-58.4% | $93,063-71.6% | $82,448-67.9% |
| Participation rate | 59.3% | 63.8%-4.6pp | 72.1%-12.9pp | 68.1%-8.8pp |
| Annual return | 14.01% | -775.43%+789.4pp | 34.15%-20.1pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,958 | $2,919+35.6% | $3,9580% | $4,139-4.4% |
| Admin fee / account holder | $5,654 | $5,982-5.5% | $6,033-6.3% | $7,234-21.8% |