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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 | $35,885 | $47,848-25.0% | $81,473-56.0% | $70,126-48.8% |
| Participation rate | 27.1% | 58.3%-31.2pp | 68.0%-40.8pp | 69.5%-42.4pp |
| Annual return | 15.66% | 27.25%-11.6pp | 38.78%-23.1pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $896 | $2,453-63.5% | $3,537-74.7% | $3,332-73.1% |
| Admin fee / account holder | $480 | $3,145-84.7% | $4,561-89.5% | $4,645-89.7% |