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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 | $35,361 | $63,949-44.7% | $129,031-72.6% | $94,015-62.4% |
| Participation rate | 55.2% | 63.4%-8.3pp | 73.4%-18.2pp | 70.8%-15.6pp |
| Annual return | 17.05% | 17.56%-0.5pp | 34.67%-17.6pp | 17.84%-0.8pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,645 | $3,686-1.1% | $5,217-30.1% | $4,249-14.2% |
| Admin fee / account holder | $14,624 | $5,523+164.8% | $13,208+10.7% | $8,951+63.4% |