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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 | $40,005 | $61,214-34.6% | $83,327-52.0% | $56,289-28.9% |
| Participation rate | 57.0% | 72.6%-15.6pp | 77.8%-20.8pp | 69.9%-12.8pp |
| Annual return | 5.42% | 0.42%+5.0pp | 10.64%-5.2pp | -9.96%+15.4pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $9,046 | $5,091+77.7% | $5,565+62.5% | $3,350+170.0% |
| Admin fee / account holder | $3,739 | $512+630.8% | $7,540-50.4% | $521+617.6% |