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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 | $18,274 | $56,894-67.9% | $84,753-78.4% | $62,881-70.9% |
| Participation rate | 23.5% | 68.5%-45.0pp | 76.6%-53.1pp | 69.3%-45.8pp |
| Annual return | 7.18% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,495 | $2,709-7.9% | $3,712-32.8% | $3,203-22.1% |
| Admin fee / account holder | $8,858 | $3,581+147.4% | $5,333+66.1% | $4,296+106.2% |