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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 | $33,630 | $71,208-52.8% | $93,681-64.1% | $80,911-58.4% |
| Participation rate | 31.8% | 60.4%-28.6pp | 68.7%-36.9pp | 67.6%-35.8pp |
| Annual return | 10.99% | 11.27%-0.3pp | 133.47%-122.5pp | 35.63%-24.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,799 | $4,035-55.4% | $4,415-59.3% | $4,297-58.1% |
| Admin fee / account holder | $14,898 | $6,951+114.3% | $8,290+79.7% | $6,935+114.8% |