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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 | $37,162 | $45,087-17.6% | $69,483-46.5% | $72,976-49.1% |
| Participation rate | 50.8% | 68.5%-17.7pp | 74.6%-23.8pp | 69.5%-18.7pp |
| Annual return | 18.33% | 22.67%-4.3pp | 28.99%-10.7pp | 81.02%-62.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,061 | $2,603-59.2% | $3,537-70.0% | $3,608-70.6% |
| Admin fee / account holder | $6,808 | $3,057+122.7% | $3,841+77.3% | $5,124+32.9% |