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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 | $29,052 | $56,894-48.9% | $84,753-65.7% | $62,881-53.8% |
| Participation rate | 62.1% | 68.5%-6.5pp | 76.6%-14.5pp | 69.3%-7.2pp |
| Annual return | 6.64% | 6.30%+0.3pp | 22.78%-16.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,464 | $2,709-9.0% | $3,712-33.6% | $3,203-23.1% |
| Admin fee / account holder | $412 | $3,581-88.5% | $5,333-92.3% | $4,296-90.4% |