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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 | $29,488 | $83,485-64.7% | $125,180-76.4% | $72,983-59.6% |
| Participation rate | 28.3% | 73.3%-45.0pp | 79.8%-51.5pp | 69.5%-41.2pp |
| Annual return | 28.37% | 25.78%+2.6pp | 43.79%-15.4pp | 81.01%-52.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,077 | $3,586-42.1% | $4,937-57.9% | $3,608-42.4% |
| Admin fee / account holder | $437 | $5,518-92.1% | $9,703-95.5% | $5,124-91.5% |