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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 | $37,473 | $67,606-44.6% | $82,313-54.5% | $70,124-46.6% |
| Participation rate | 51.4% | 72.8%-21.4pp | 76.9%-25.5pp | 69.5%-18.2pp |
| Annual return | 14.00% | 21.57%-7.6pp | 25.88%-11.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,883 | $2,987-37.0% | $3,706-49.2% | $3,332-43.5% |
| Admin fee / account holder | $3,188 | $4,512-29.3% | $5,608-43.2% | $4,645-31.4% |