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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 | $35,133 | $41,377-15.1% | $109,313-67.9% | $62,881-44.1% |
| Participation rate | 47.2% | 57.5%-10.3pp | 71.3%-24.0pp | 69.3%-22.1pp |
| Annual return | 9.71% | 11.05%-1.3pp | 22.07%-12.4pp | 20.14%-10.4pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,355 | $2,045-33.7% | $3,166-57.2% | $3,203-57.7% |
| Admin fee / account holder | $5,733 | $2,884+98.8% | $5,666+1.2% | $4,296+33.4% |