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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 | $26,093 | $49,255-47.0% | $70,494-63.0% | $79,856-67.3% |
| Participation rate | 28.6% | 69.2%-40.6pp | 75.1%-46.5pp | 69.6%-41.1pp |
| Annual return | 11.39% | 30.10%-18.7pp | 109.16%-97.8pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,511 | $2,768-45.4% | $3,711-59.3% | $3,741-59.6% |
| Admin fee / account holder | $6,924 | $2,879+140.5% | $3,848+79.9% | $5,306+30.5% |