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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 | $39,137 | $97,648-59.9% | $121,663-67.8% | $87,485-55.3% |
| Participation rate | 46.2% | 70.5%-24.3pp | 74.5%-28.3pp | 68.9%-22.8pp |
| Annual return | 13.43% | 18.03%-4.6pp | 147.54%-134.1pp | 26.06%-12.6pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,011 | $3,923-48.7% | $4,887-58.9% | $4,274-52.9% |
| Admin fee / account holder | $12,436 | $11,100+12.0% | $14,289-13.0% | $7,775+59.9% |