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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 | $32,644 | $81,276-59.8% | $155,574-79.0% | $80,925-59.7% |
| Participation rate | 46.2% | 66.2%-20.1pp | 78.2%-32.1pp | 67.7%-21.5pp |
| Annual return | 12.47% | 33.36%-20.9pp | 64.87%-52.4pp | 35.65%-23.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,030 | $3,453-41.2% | $5,629-63.9% | $4,299-52.8% |
| Admin fee / account holder | $17,448 | $7,993+118.3% | $15,914+9.6% | $6,940+151.4% |