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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 | $35,140 | $50,898-31.0% | $171,082-79.5% | $55,167-36.3% |
| Participation rate | 19.7% | 63.3%-43.6pp | 76.7%-57.0pp | 69.0%-49.3pp |
| Annual return | 9.43% | 15.34%-5.9pp | 32.56%-23.1pp | 169.23%-159.8pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,163 | $2,994-61.2% | $4,797-75.8% | $3,054-61.9% |
| Admin fee / account holder | $4,285 | $500+757.7% | $8,520-49.7% | $504+750.3% |