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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 | $31,520 | $54,297-41.9% | $97,032-67.5% | $65,306-51.7% |
| Participation rate | 19.2% | 42.3%-23.1pp | 71.6%-52.3pp | 57.7%-38.4pp |
| Annual return | 14.07% | 21.17%-7.1pp | 35.38%-21.3pp | 21.94%-7.9pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,629-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,113 | $2,259-50.7% | $4,672-76.2% | $2,959-62.4% |
| Admin fee / account holder | $26,957 | $3,744+620.0% | $9,418+186.2% | $3,480+674.7% |