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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 | $30,075 | $76,551-60.7% | $123,894-75.7% | $62,881-52.2% |
| Participation rate | 52.7% | 73.0%-20.3pp | 81.4%-28.7pp | 69.3%-16.6pp |
| Annual return | 10.87% | 18.68%-7.8pp | 47.52%-36.6pp | 20.14%-9.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,620 | $4,840+57.4% | $5,984+27.3% | $3,203+137.9% |
| Admin fee / account holder | $2,256 | $4,826-53.3% | $8,357-73.0% | $4,296-47.5% |