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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 | $34,942 | $56,894-38.6% | $84,753-58.8% | $62,881-44.4% |
| Participation rate | 59.4% | 68.5%-9.2pp | 76.6%-17.2pp | 69.3%-9.9pp |
| Annual return | 5.06% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,265 | $2,709-53.3% | $3,712-65.9% | $3,203-60.5% |
| Admin fee / account holder | $1,130 | $3,581-68.4% | $5,333-78.8% | $4,296-73.7% |