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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 | $43,024 | $54,757-21.4% | $90,304-52.4% | $72,975-41.0% |
| Participation rate | 26.8% | 65.2%-38.3pp | 73.3%-46.4pp | 69.5%-42.7pp |
| Annual return | 17.99% | 30.63%-12.6pp | 78.13%-60.1pp | 81.01%-63.0pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,028 | $2,887-64.4% | $3,885-73.5% | $3,608-71.5% |
| Admin fee / account holder | $30,610 | $3,973+670.4% | $5,354+471.7% | $5,124+497.4% |