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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 | $32,762 | $60,349-45.7% | $74,184-55.8% | $62,881-47.9% |
| Participation rate | 59.3% | 72.7%-13.4pp | 76.6%-17.3pp | 69.3%-10.0pp |
| Annual return | 7.89% | 21.38%-13.5pp | 17.74%-9.8pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,332 | $2,856-53.4% | $3,550-62.5% | $3,203-58.4% |
| Admin fee / account holder | $790 | $4,261-81.5% | $5,586-85.9% | $4,296-81.6% |