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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 | $36,029 | $76,550-52.9% | $123,894-70.9% | $62,881-42.7% |
| Participation rate | 63.2% | 73.0%-9.8pp | 81.4%-18.3pp | 69.3%-6.1pp |
| Annual return | 12.35% | 18.67%-6.3pp | 47.52%-35.2pp | 20.14%-7.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,887 | $4,840-19.7% | $5,984-35.0% | $3,203+21.4% |
| Admin fee / account holder | $2,712 | $4,826-43.8% | $8,357-67.6% | $4,296-36.9% |