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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 | $29,810 | $38,595-22.8% | $80,004-62.7% | $52,331-43.0% |
| Participation rate | 36.6% | 64.5%-27.9pp | 73.0%-36.4pp | 68.1%-31.5pp |
| Annual return | 2.26% | 2.04%+0.2pp | 7.63%-5.4pp | 4.54%-2.3pp |
| Employer contribution / active EE | $0 | $1,133-100.0% | $2,473-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,147 | $2,318-50.5% | $3,204-64.2% | $3,022-62.0% |
| Admin fee / account holder | $1,038 | $304+241.1% | $5,033-79.4% | $592+75.4% |