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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 | $39,128 | $54,541-28.3% | $78,778-50.3% | $70,131-44.2% |
| Participation rate | 31.9% | 60.8%-28.9pp | 69.2%-37.3pp | 69.5%-37.7pp |
| Annual return | 12.70% | 21.07%-8.4pp | 35.62%-22.9pp | 73.14%-60.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,260 | $2,210-43.0% | $2,958-57.4% | $3,332-62.2% |
| Admin fee / account holder | $899 | $3,709-75.8% | $5,134-82.5% | $4,645-80.7% |