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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 | $38,093 | $54,541-30.2% | $78,778-51.6% | $70,124-45.7% |
| Participation rate | 35.7% | 60.8%-25.1pp | 69.2%-33.5pp | 69.5%-33.8pp |
| Annual return | 26.54% | 21.07%+5.5pp | 35.62%-9.1pp | 73.14%-46.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,109 | $2,210-49.8% | $2,958-62.5% | $3,332-66.7% |
| Admin fee / account holder | $1,350 | $3,709-63.6% | $5,134-73.7% | $4,645-70.9% |