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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 | $36,439 | $76,834-52.6% | $108,359-66.4% | $87,485-58.3% |
| Participation rate | 44.4% | 61.7%-17.3pp | 70.1%-25.7pp | 68.9%-24.5pp |
| Annual return | 13.11% | 19.09%-6.0pp | 36.89%-23.8pp | 26.06%-13.0pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,839 | $3,100-8.4% | $4,137-31.4% | $4,274-33.6% |
| Admin fee / account holder | $19,977 | $6,537+205.6% | $9,741+105.1% | $7,775+156.9% |