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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 | $36,216 | $28,624+26.5% | $53,647-32.5% | $82,637-56.2% |
| Participation rate | 48.7% | 47.3%+1.4pp | 56.3%-7.6pp | 68.1%-19.3pp |
| Annual return | 14.59% | 664.98%-650.4pp | 358.33%-343.7pp | 53.51%-38.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,428 | $1,196+186.6% | $1,813+89.1% | $4,126-16.9% |
| Admin fee / account holder | $2,817 | $2,022+39.4% | $2,460+14.5% | $7,339-61.6% |