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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 | $34,548 | $52,580-34.3% | $71,671-51.8% | $70,126-50.7% |
| Participation rate | 53.8% | 60.9%-7.0pp | 68.7%-14.9pp | 69.5%-15.7pp |
| Annual return | 16.25% | 20.25%-4.0pp | 20.65%-4.4pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,886 | $2,386-21.0% | $3,438-45.2% | $3,332-43.4% |
| Admin fee / account holder | $498 | $3,653-86.4% | $5,558-91.0% | $4,645-89.3% |