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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 | $42,974 | $58,512-26.6% | $84,020-48.9% | $72,983-41.1% |
| Participation rate | 24.0% | 61.2%-37.2pp | 69.0%-45.0pp | 69.5%-45.5pp |
| Annual return | 23.22% | 28.93%-5.7pp | 71.31%-48.1pp | 81.01%-57.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,857 | $2,394-22.4% | $3,239-42.7% | $3,608-48.5% |
| Admin fee / account holder | $15,564 | $4,569+240.6% | $6,101+155.1% | $5,124+203.7% |