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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 | $40,211 | $56,894-29.3% | $84,753-52.6% | $62,881-36.1% |
| Participation rate | 17.3% | 68.5%-51.2pp | 76.6%-59.3pp | 69.3%-52.0pp |
| Annual return | 26.41% | 6.30%+20.1pp | 22.78%+3.6pp | 20.14%+6.3pp |
| Employer contribution / active EE | $24 | $2,400-99.0% | $3,574-99.3% | $2,281-99.0% |
| Participant deferral / active EE | $1,578 | $2,709-41.7% | $3,712-57.5% | $3,203-50.7% |
| Admin fee / account holder | $15,618 | $3,581+336.2% | $5,333+192.9% | $4,296+263.6% |