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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 | $34,970 | $52,580-33.5% | $71,671-51.2% | $70,126-50.1% |
| Participation rate | 40.0% | 60.9%-20.9pp | 68.7%-28.7pp | 69.5%-29.5pp |
| Annual return | 13.74% | 20.25%-6.5pp | 20.65%-6.9pp | 73.15%-59.4pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,266 | $2,386-47.0% | $3,438-63.2% | $3,332-62.0% |
| Admin fee / account holder | $3,803 | $3,653+4.1% | $5,558-31.6% | $4,645-18.1% |