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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 | $36,060 | $69,977-48.5% | $108,582-66.8% | $62,881-42.7% |
| Participation rate | 59.3% | 72.9%-13.6pp | 79.6%-20.3pp | 69.3%-10.0pp |
| Annual return | 7.62% | 10.73%-3.1pp | -51.70%+59.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,778 | $3,165-43.8% | $4,311-58.7% | $3,203-44.5% |
| Admin fee / account holder | $11,430 | $5,076+125.2% | $7,645+49.5% | $4,296+166.1% |