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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 | $60,418 | $39,132+54.4% | $57,196+5.6% | $62,881-3.9% |
| Participation rate | 29.7% | 70.5%-40.8pp | 75.3%-45.6pp | 69.3%-39.6pp |
| Annual return | 4.70% | 9.24%-4.5pp | 14.59%-9.9pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,125 | $2,374-10.5% | $3,096-31.4% | $3,203-33.7% |
| Admin fee / account holder | $23,157 | $2,594+792.7% | $3,141+637.3% | $4,296+439.1% |