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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 | $35,484 | $46,464-23.6% | $150,298-76.4% | $79,634-55.4% |
| Participation rate | 40.0% | 57.0%-17.0pp | 77.8%-37.8pp | 62.5%-22.5pp |
| Annual return | 17.87% | 27.89%-10.0pp | 62.79%-44.9pp | 36.46%-18.6pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,961 | $2,157-9.1% | $5,453-64.0% | $3,835-48.9% |
| Admin fee / account holder | $1,912 | $891+114.7% | $14,116-86.5% | $1,002+90.9% |