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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 | $38,521 | $45,698-15.7% | $61,048-36.9% | $72,976-47.2% |
| Participation rate | 48.3% | 74.3%-26.0pp | 79.3%-31.0pp | 69.5%-21.2pp |
| Annual return | 21.66% | 20.14%+1.5pp | 26.18%-4.5pp | 81.02%-59.4pp |
| Employer contribution / active EE | $0 | $2,803-100.0% | $3,716-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $937 | $3,264-71.3% | $4,470-79.0% | $3,608-74.0% |
| Admin fee / account holder | $1,083 | $3,347-67.7% | $3,728-71.0% | $5,124-78.9% |