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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 | $40,238 | $36,948+8.9% | $73,658-45.4% | $87,485-54.0% |
| Participation rate | 36.8% | 46.8%-10.0pp | 57.0%-20.3pp | 68.9%-32.1pp |
| Annual return | 14.95% | 28.64%-13.7pp | 29.72%-14.8pp | 26.06%-11.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $926 | $1,379-32.8% | $2,062-55.1% | $4,274-78.3% |
| Admin fee / account holder | $12,117 | $2,531+378.8% | $3,357+261.0% | $7,775+55.9% |