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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 | $36,489 | $67,602-46.0% | $82,312-55.7% | $70,126-48.0% |
| Participation rate | 38.9% | 72.8%-33.9pp | 76.9%-38.0pp | 69.5%-30.7pp |
| Annual return | 13.40% | 21.57%-8.2pp | 25.88%-12.5pp | 73.15%-59.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,031 | $2,987-32.0% | $3,706-45.2% | $3,332-39.0% |
| Admin fee / account holder | $374 | $4,512-91.7% | $5,608-93.3% | $4,645-91.9% |