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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 | $32,329 | $72,492-55.4% | $87,104-62.9% | $72,975-55.7% |
| Participation rate | 47.2% | 72.8%-25.6pp | 76.9%-29.7pp | 69.5%-22.3pp |
| Annual return | 43.82% | 24.46%+19.4pp | 28.19%+15.6pp | 81.01%-37.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,996 | $3,270-39.0% | $4,048-50.7% | $3,608-44.7% |
| Admin fee / account holder | $836 | $5,055-83.5% | $7,491-88.8% | $5,124-83.7% |