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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 | $36,534 | $43,344-15.7% | $59,899-39.0% | $64,173-43.1% |
| Participation rate | 42.9% | 69.2%-26.3pp | 74.7%-31.8pp | 69.6%-26.7pp |
| Annual return | 9.76% | -1.55%+11.3pp | 3.46%+6.3pp | 7.63%+2.1pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,378 | $2,547-45.9% | $3,402-59.5% | $3,470-60.3% |
| Admin fee / account holder | $5,048 | $3,008+67.8% | $3,592+40.5% | $4,887+3.3% |