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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 | $45,157 | $50,554-10.7% | $67,681-33.3% | $87,485-48.4% |
| Participation rate | 41.1% | 67.7%-26.6pp | 73.7%-32.7pp | 68.9%-27.9pp |
| Annual return | 11.78% | 17.81%-6.0pp | 590.58%-578.8pp | 26.06%-14.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,767 | $2,961+27.2% | $3,976-5.2% | $4,274-11.9% |
| Admin fee / account holder | $8,661 | $4,132+109.6% | $6,100+42.0% | $7,775+11.4% |