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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 | $30,659 | $59,804-48.7% | $81,982-62.6% | $79,856-61.6% |
| Participation rate | 43.4% | 61.6%-18.3pp | 69.3%-25.9pp | 69.6%-26.3pp |
| Annual return | 16.47% | 17.56%-1.1pp | 41.31%-24.8pp | 31.71%-15.2pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,889 | $2,695+7.2% | $3,722-22.4% | $3,741-22.8% |
| Admin fee / account holder | $4,391 | $4,288+2.4% | $5,665-22.5% | $5,306-17.2% |