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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 | $31,473 | $60,349-47.8% | $74,184-57.6% | $62,881-49.9% |
| Participation rate | 53.2% | 72.7%-19.6pp | 76.6%-23.5pp | 69.3%-16.1pp |
| Annual return | 4.86% | 21.38%-16.5pp | 17.74%-12.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,083 | $2,856-27.1% | $3,550-41.3% | $3,203-35.0% |
| Admin fee / account holder | $3,855 | $4,261-9.5% | $5,586-31.0% | $4,296-10.3% |