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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 | $33,493 | $78,425-57.3% | $95,956-65.1% | $79,858-58.1% |
| Participation rate | 44.7% | 73.5%-28.8pp | 77.1%-32.3pp | 69.6%-24.9pp |
| Annual return | 13.53% | 19.37%-5.8pp | 91.63%-78.1pp | 31.72%-18.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,360 | $3,440-2.3% | $4,167-19.4% | $3,740-10.2% |
| Admin fee / account holder | $2,467 | $5,622-56.1% | $6,797-63.7% | $5,306-53.5% |