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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 | $31,513 | $73,787-57.3% | $98,716-68.1% | $82,448-61.8% |
| Participation rate | 68.8% | 61.4%+7.3pp | 69.3%-0.5pp | 68.1%+0.7pp |
| Annual return | 15.03% | 18.57%-3.5pp | 31.81%-16.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,342 | $3,081-24.0% | $4,048-42.1% | $4,139-43.4% |
| Admin fee / account holder | $626 | $6,500-90.4% | $8,703-92.8% | $7,234-91.3% |