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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 | $32,760 | $72,492-54.8% | $87,102-62.4% | $72,983-55.1% |
| Participation rate | 37.8% | 72.8%-35.0pp | 76.9%-39.0pp | 69.5%-31.6pp |
| Annual return | 16.83% | 24.46%-7.6pp | 28.19%-11.4pp | 81.01%-64.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,734 | $3,270-47.0% | $4,048-57.2% | $3,608-51.9% |
| Admin fee / account holder | $2,168 | $5,055-57.1% | $7,491-71.1% | $5,124-57.7% |