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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 | $39,045 | $40,275-3.1% | $57,356-31.9% | $59,633-34.5% |
| Participation rate | 36.6% | 69.1%-32.6pp | 75.1%-38.5pp | 68.7%-32.1pp |
| Annual return | 1.45% | 27.52%-26.1pp | 24.41%-23.0pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,418 | $2,400+42.4% | $3,162+8.1% | $3,192+7.1% |
| Admin fee / account holder | $6,078 | $2,820+115.5% | $3,357+81.1% | $4,297+41.5% |