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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 | $37,357 | $49,976-25.3% | $66,674-44.0% | $82,637-54.8% |
| Participation rate | 56.8% | 63.1%-6.3pp | 73.7%-16.9pp | 68.1%-11.3pp |
| Annual return | 16.01% | 39.09%-23.1pp | 321.24%-305.2pp | 53.51%-37.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,662 | $2,847-6.5% | $4,084-34.8% | $4,126-35.5% |
| Admin fee / account holder | $4,964 | $4,594+8.1% | $5,098-2.6% | $7,339-32.4% |