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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 | $37,175 | $45,041-17.5% | $63,003-41.0% | $70,131-47.0% |
| Participation rate | 42.2% | 69.5%-27.3pp | 74.8%-32.6pp | 69.5%-27.3pp |
| Annual return | 13.81% | 18.76%-5.0pp | 87.59%-73.8pp | 73.14%-59.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,095 | $2,465-55.6% | $3,329-67.1% | $3,332-67.1% |
| Admin fee / account holder | $2,562 | $2,836-9.7% | $3,600-28.8% | $4,645-44.9% |