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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 | $38,898 | $56,894-31.6% | $84,753-54.1% | $62,881-38.1% |
| Participation rate | 53.7% | 68.5%-14.8pp | 76.6%-22.9pp | 69.3%-15.6pp |
| Annual return | 7.38% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,496 | $2,709-44.8% | $3,712-59.7% | $3,203-53.3% |
| Admin fee / account holder | $1,334 | $3,581-62.7% | $5,333-75.0% | $4,296-68.9% |