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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 | $26,680 | $56,054-52.4% | $171,082-84.4% | $62,881-57.6% |
| Participation rate | 26.5% | 62.9%-36.4pp | 76.7%-50.2pp | 69.3%-42.8pp |
| Annual return | 7.95% | 22.52%-14.6pp | 32.56%-24.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,633 | $3,158-16.6% | $4,797-45.1% | $3,203-17.8% |
| Admin fee / account holder | $505 | $3,647-86.2% | $8,520-94.1% | $4,296-88.3% |