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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 | $39,534 | $58,493-32.4% | $84,021-52.9% | $72,975-45.8% |
| Participation rate | 45.5% | 61.2%-15.8pp | 69.0%-23.6pp | 69.5%-24.0pp |
| Annual return | 20.97% | 28.93%-8.0pp | 71.32%-50.3pp | 81.01%-60.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,060 | $2,394-13.9% | $3,239-36.4% | $3,608-42.9% |
| Admin fee / account holder | $457 | $4,569-90.0% | $6,102-92.5% | $5,124-91.1% |