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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 | $28,580 | $56,894-49.8% | $84,753-66.3% | $62,881-54.5% |
| Participation rate | 35.5% | 68.5%-33.1pp | 76.6%-41.1pp | 69.3%-33.8pp |
| Annual return | 10.76% | 6.30%+4.5pp | 22.78%-12.0pp | 20.14%-9.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,697 | $2,709-37.4% | $3,712-54.3% | $3,203-47.0% |
| Admin fee / account holder | $804 | $3,581-77.6% | $5,333-84.9% | $4,296-81.3% |