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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 | $40,193 | $62,146-35.3% | $81,438-50.6% | $74,546-46.1% |
| Participation rate | 28.9% | 64.1%-35.2pp | 69.5%-40.6pp | 67.2%-38.3pp |
| Annual return | 13.79% | 16.49%-2.7pp | 24.74%-11.0pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $2,460-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,520 | $3,229-52.9% | $3,883-60.8% | $4,347-65.0% |
| Admin fee / account holder | $1,950 | $1,922+1.4% | $5,764-66.2% | $1,944+0.3% |