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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 | $33,414 | $46,688-28.4% | $189,758-82.4% | $69,733-52.1% |
| Participation rate | 46.5% | 61.7%-15.2pp | 79.8%-33.3pp | 62.5%-15.9pp |
| Annual return | 10.55% | 14.35%-3.8pp | 52.62%-42.1pp | 15.22%-4.7pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $4,767-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,047 | $2,143-51.1% | $5,856-82.1% | $3,054-65.7% |
| Admin fee / account holder | $4,798 | $1,700+182.1% | $20,388-76.5% | $3,102+54.7% |