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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 | $36,450 | $47,848-23.8% | $81,473-55.3% | $70,126-48.0% |
| Participation rate | 42.9% | 58.3%-15.4pp | 68.0%-25.1pp | 69.5%-26.7pp |
| Annual return | 16.45% | 27.25%-10.8pp | 38.78%-22.3pp | 73.15%-56.7pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $825 | $2,453-66.4% | $3,537-76.7% | $3,332-75.2% |
| Admin fee / account holder | $562 | $3,145-82.1% | $4,561-87.7% | $4,645-87.9% |