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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 | $41,063 | $64,909-36.7% | $82,312-50.1% | $62,293-34.1% |
| Participation rate | 34.3% | 74.9%-40.6pp | 76.9%-42.6pp | 69.5%-35.3pp |
| Annual return | 13.46% | 21.18%-7.7pp | 25.88%-12.4pp | 28.90%-15.4pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,774 | $3,103-42.8% | $3,706-52.1% | $3,169-44.0% |
| Admin fee / account holder | $5,289 | $440+1103.1% | $5,608-5.7% | $479+1003.3% |