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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 | $19,251 | $56,894-66.2% | $84,753-77.3% | $62,881-69.4% |
| Participation rate | 64.1% | 68.5%-4.5pp | 76.6%-12.5pp | 69.3%-5.2pp |
| Annual return | 10.84% | 6.30%+4.5pp | 22.78%-11.9pp | 20.14%-9.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,861 | $2,709+5.6% | $3,712-22.9% | $3,203-10.7% |
| Admin fee / account holder | $864 | $3,581-75.9% | $5,333-83.8% | $4,296-79.9% |