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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 | $37,189 | $56,894-34.6% | $84,753-56.1% | $62,881-40.9% |
| Participation rate | 49.0% | 68.5%-19.5pp | 76.6%-27.6pp | 69.3%-20.3pp |
| Annual return | 10.69% | 6.30%+4.4pp | 22.78%-12.1pp | 20.14%-9.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,275 | $2,709-52.9% | $3,712-65.6% | $3,203-60.2% |
| Admin fee / account holder | $3,682 | $3,581+2.8% | $5,333-31.0% | $4,296-14.3% |