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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 | $35,167 | $72,486-51.5% | $87,103-59.6% | $72,976-51.8% |
| Participation rate | 44.7% | 72.8%-28.1pp | 76.9%-32.1pp | 69.5%-24.8pp |
| Annual return | 24.19% | 24.46%-0.3pp | 28.19%-4.0pp | 81.02%-56.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,117 | $3,270-35.3% | $4,049-47.7% | $3,608-41.3% |
| Admin fee / account holder | $11,875 | $5,055+134.9% | $7,491+58.5% | $5,124+131.7% |