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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 | $36,762 | $70,486-47.8% | $100,535-63.4% | $79,856-54.0% |
| Participation rate | 56.7% | 73.6%-17.0pp | 79.4%-22.7pp | 69.6%-13.0pp |
| Annual return | 14.19% | 21.90%-7.7pp | 30.90%-16.7pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,813 | $5,182-45.7% | $6,271-55.1% | $3,741-24.8% |
| Admin fee / account holder | $560 | $4,480-87.5% | $8,085-93.1% | $5,306-89.4% |