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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 | $38,002 | $63,845-40.5% | $81,370-53.3% | $80,959-53.1% |
| Participation rate | 49.1% | 63.9%-14.8pp | 69.5%-20.5pp | 67.7%-18.6pp |
| Annual return | 11.30% | 16.37%-5.1pp | 24.85%-13.5pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,264 | $3,093-26.8% | $3,885-41.7% | $4,300-47.3% |
| Admin fee / account holder | $3,077 | $5,688-45.9% | $5,749-46.5% | $6,925-55.6% |