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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 | $30,311 | $69,977-56.7% | $108,582-72.1% | $62,881-51.8% |
| Participation rate | 59.7% | 72.9%-13.2pp | 79.6%-19.9pp | 69.3%-9.6pp |
| Annual return | 15.83% | 10.73%+5.1pp | -51.70%+67.5pp | 20.14%-4.3pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,529 | $3,165-51.7% | $4,311-64.5% | $3,203-52.3% |
| Admin fee / account holder | $3,027 | $5,076-40.4% | $7,645-60.4% | $4,296-29.5% |