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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 | $29,212 | $57,119-48.9% | $85,187-65.7% | $80,935-63.9% |
| Participation rate | 29.2% | 56.4%-27.2pp | 67.5%-38.4pp | 67.7%-38.5pp |
| Annual return | 11.52% | 21.70%-10.2pp | 66.67%-55.1pp | 35.66%-24.1pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,958 | $3,115-37.1% | $4,525-56.7% | $4,299-54.5% |
| Admin fee / account holder | $880 | $4,990-82.4% | $6,162-85.7% | $6,924-87.3% |