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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 | $38,223 | $48,078-20.5% | $78,676-51.4% | $62,881-39.2% |
| Participation rate | 59.4% | 65.2%-5.8pp | 73.6%-14.2pp | 69.3%-9.9pp |
| Annual return | 4.73% | 31.36%-26.6pp | 62.19%-57.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,059 | $2,587+134.2% | $3,517+72.3% | $3,203+89.2% |
| Admin fee / account holder | $1,749 | $3,206-45.4% | $4,510-61.2% | $4,296-59.3% |