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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 | $26,809 | $99,633-73.1% | $183,328-85.4% | $82,448-67.5% |
| Participation rate | 47.8% | 70.8%-22.9pp | 77.3%-29.5pp | 68.1%-20.2pp |
| Annual return | 18.24% | 17.84%+0.4pp | 29.67%-11.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,055-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,109 | $4,938-37.0% | $6,795-54.2% | $4,139-24.9% |
| Admin fee / account holder | $2,214 | $9,934-77.7% | $21,427-89.7% | $7,234-69.4% |