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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 | $30,289 | $72,486-58.2% | $87,103-65.2% | $72,976-58.5% |
| Participation rate | 63.0% | 72.8%-9.8pp | 76.9%-13.9pp | 69.5%-6.5pp |
| Annual return | 17.32% | 24.46%-7.1pp | 28.19%-10.9pp | 81.02%-63.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,739 | $3,270-46.8% | $4,049-57.1% | $3,608-51.8% |
| Admin fee / account holder | $2,332 | $5,055-53.9% | $7,491-68.9% | $5,124-54.5% |