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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 | $35,530 | $60,349-41.1% | $74,184-52.1% | $62,881-43.5% |
| Participation rate | 40.3% | 72.7%-32.5pp | 76.6%-36.3pp | 69.3%-29.0pp |
| Annual return | 6.01% | 21.38%-15.4pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $236 | $1,680-86.0% | $2,370-90.1% | $2,281-89.7% |
| Participant deferral / active EE | $1,419 | $2,856-50.3% | $3,550-60.0% | $3,203-55.7% |
| Admin fee / account holder | $6,675 | $4,261+56.7% | $5,586+19.5% | $4,296+55.4% |