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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 | $39,172 | $52,580-25.5% | $71,671-45.3% | $70,126-44.1% |
| Participation rate | 24.4% | 60.9%-36.5pp | 68.7%-44.4pp | 69.5%-45.2pp |
| Annual return | 14.19% | 20.25%-6.1pp | 20.65%-6.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $880 | $2,386-63.1% | $3,438-74.4% | $3,332-73.6% |
| Admin fee / account holder | $39,451 | $3,653+980.0% | $5,558+609.7% | $4,645+749.2% |