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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 | $36,159 | $56,544-36.1% | $75,501-52.1% | $70,126-48.4% |
| Participation rate | 52.0% | 68.1%-16.1pp | 72.4%-20.4pp | 69.5%-17.5pp |
| Annual return | 18.97% | 23.59%-4.6pp | 27.35%-8.4pp | 73.15%-54.2pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,691 | $2,580+4.3% | $3,142-14.4% | $3,332-19.2% |
| Admin fee / account holder | $664 | $3,827-82.6% | $5,801-88.5% | $4,645-85.7% |