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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 | $34,058 | $58,512-41.8% | $84,020-59.5% | $72,983-53.3% |
| Participation rate | 29.3% | 61.2%-32.0pp | 69.0%-39.7pp | 69.5%-40.2pp |
| Annual return | 24.74% | 28.93%-4.2pp | 71.31%-46.6pp | 81.01%-56.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,348 | $2,394-43.7% | $3,239-58.4% | $3,608-62.6% |
| Admin fee / account holder | $642 | $4,569-86.0% | $6,101-89.5% | $5,124-87.5% |