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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 | $46,423 | $65,034-28.6% | $90,970-49.0% | $79,856-41.9% |
| Participation rate | 32.0% | 61.6%-29.6pp | 69.0%-37.0pp | 69.6%-37.6pp |
| Annual return | 10.78% | 30.45%-19.7pp | 134.60%-123.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,398 | $2,512-4.5% | $3,373-28.9% | $3,741-35.9% |
| Admin fee / account holder | $6,601 | $4,536+45.5% | $5,961+10.7% | $5,306+24.4% |