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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 | $37,925 | $70,486-46.2% | $100,535-62.3% | $79,856-52.5% |
| Participation rate | 58.1% | 73.6%-15.6pp | 79.4%-21.4pp | 69.6%-11.6pp |
| Annual return | 30.08% | 21.90%+8.2pp | 30.90%-0.8pp | 31.71%-1.6pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,200 | $5,182+58.3% | $6,271+30.8% | $3,741+119.2% |
| Admin fee / account holder | $7,052 | $4,480+57.4% | $8,085-12.8% | $5,306+32.9% |