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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 | $37,891 | $56,438-32.9% | $76,872-50.7% | $71,511-47.0% |
| Participation rate | 28.4% | 64.3%-35.9pp | 69.6%-41.2pp | 67.9%-39.6pp |
| Annual return | 33.34% | 19.05%+14.3pp | 37.90%-4.6pp | 28.86%+4.5pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,533-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,451 | $3,136-53.7% | $3,832-62.1% | $4,291-66.2% |
| Admin fee / account holder | $1,464 | $1,430+2.4% | $5,476-73.3% | $1,588-7.8% |