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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 | $33,420 | $58,493-42.9% | $84,023-60.2% | $72,976-54.2% |
| Participation rate | 35.2% | 61.2%-26.0pp | 69.0%-33.8pp | 69.5%-34.3pp |
| Annual return | 18.90% | 28.93%-10.0pp | 71.32%-52.4pp | 81.02%-62.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,296 | $2,394-4.1% | $3,239-29.1% | $3,608-36.4% |
| Admin fee / account holder | $1,301 | $4,569-71.5% | $6,102-78.7% | $5,124-74.6% |