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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 | $26,024 | $76,551-66.0% | $123,894-79.0% | $62,881-58.6% |
| Participation rate | 68.8% | 73.0%-4.2pp | 81.4%-12.7pp | 69.3%-0.6pp |
| Annual return | 5.89% | 18.68%-12.8pp | 47.52%-41.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,738 | $4,840-43.4% | $5,984-54.2% | $3,203-14.5% |
| Admin fee / account holder | $1,621 | $4,826-66.4% | $8,357-80.6% | $4,296-62.3% |