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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 | $34,084 | $43,730-22.1% | $121,220-71.9% | $64,173-46.9% |
| Participation rate | 58.3% | 58.3%0pp | 71.8%-13.4pp | 69.6%-11.2pp |
| Annual return | 10.10% | 68.94%-58.8pp | 16.94%-6.8pp | 7.63%+2.5pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,938 | $2,281-15.0% | $3,345-42.1% | $3,470-44.2% |
| Admin fee / account holder | $1,154 | $3,502-67.0% | $5,021-77.0% | $4,887-76.4% |