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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 | $28,687 | $65,027-55.9% | $90,970-68.5% | $79,852-64.1% |
| Participation rate | 55.1% | 61.6%-6.5pp | 69.0%-13.9pp | 69.6%-14.5pp |
| Annual return | 10.48% | 30.45%-20.0pp | 134.58%-124.1pp | 31.72%-21.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,105 | $2,512-16.2% | $3,373-37.6% | $3,740-43.7% |
| Admin fee / account holder | $6,462 | $4,535+42.5% | $5,960+8.4% | $5,306+21.8% |