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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 | $38,512 | $56,894-32.3% | $84,753-54.6% | $62,881-38.8% |
| Participation rate | 34.6% | 68.5%-33.9pp | 76.6%-42.0pp | 69.3%-34.7pp |
| Annual return | 6.71% | 6.30%+0.4pp | 22.78%-16.1pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,220 | $2,709-55.0% | $3,712-67.1% | $3,203-61.9% |
| Admin fee / account holder | $5,505 | $3,581+53.7% | $5,333+3.2% | $4,296+28.2% |