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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 | $32,404 | $65,395-50.4% | $182,531-82.2% | $72,983-55.6% |
| Participation rate | 64.8% | 65.4%-0.6pp | 78.0%-13.1pp | 69.5%-4.7pp |
| Annual return | 23.81% | 27.68%-3.9pp | 148.57%-124.8pp | 81.01%-57.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,075-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,252 | $3,563-36.8% | $5,525-59.2% | $3,608-37.6% |
| Admin fee / account holder | $4,782 | $4,245+12.7% | $8,593-44.3% | $5,124-6.7% |