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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 | $42,105 | $41,377+1.8% | $109,313-61.5% | $62,881-33.0% |
| Participation rate | 20.0% | 57.5%-37.5pp | 71.3%-51.3pp | 69.3%-49.3pp |
| Annual return | 11.20% | 11.05%+0.2pp | 22.07%-10.9pp | 20.14%-8.9pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,017 | $2,045-50.3% | $3,166-67.9% | $3,203-68.3% |
| Admin fee / account holder | $29,366 | $2,884+918.3% | $5,666+418.2% | $4,296+583.6% |