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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 | $34,843 | $76,834-54.7% | $108,359-67.8% | $87,485-60.2% |
| Participation rate | 26.1% | 61.7%-35.6pp | 70.1%-44.0pp | 68.9%-42.8pp |
| Annual return | 13.73% | 19.09%-5.4pp | 36.89%-23.2pp | 26.06%-12.3pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,219 | $3,100-28.4% | $4,137-46.4% | $4,274-48.1% |
| Admin fee / account holder | $10,388 | $6,537+58.9% | $9,741+6.6% | $7,775+33.6% |