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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 | $27,953 | $103,949-73.1% | $69,182-59.6% | $273,972-89.8% |
| Participation rate | 43.8% | 67.4%-23.6pp | 55.1%-11.4pp | 83.0%-39.3pp |
| Annual return | 4.63% | 35.28%-30.6pp | -21.93%+26.6pp | 41.46%-36.8pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $863 | $2,716-68.2% | $1,897-54.5% | $5,287-83.7% |
| Admin fee / account holder | $472 | $3,671-87.1% | $2,697-82.5% | $10,133-95.3% |