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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 | $34,333 | $56,054-38.7% | $171,082-79.9% | $62,881-45.4% |
| Participation rate | 23.4% | 62.9%-39.5pp | 76.7%-53.3pp | 69.3%-45.9pp |
| Annual return | 7.75% | 22.52%-14.8pp | 32.56%-24.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,335 | $3,158-57.7% | $4,797-72.2% | $3,203-58.3% |
| Admin fee / account holder | $17,416 | $3,647+377.6% | $8,520+104.4% | $4,296+305.4% |