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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 | $42,416 | $39,132+8.4% | $57,196-25.8% | $62,881-32.5% |
| Participation rate | 18.4% | 70.5%-52.1pp | 75.3%-57.0pp | 69.3%-50.9pp |
| Annual return | 2.27% | 9.24%-7.0pp | 14.59%-12.3pp | 20.14%-17.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,099 | $2,374-53.7% | $3,096-64.5% | $3,203-65.7% |
| Admin fee / account holder | $5,858 | $2,594+125.8% | $3,141+86.5% | $4,296+36.4% |