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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 | $38,535 | $72,486-46.8% | $87,103-55.8% | $72,976-47.2% |
| Participation rate | 63.8% | 72.8%-9.0pp | 76.9%-13.1pp | 69.5%-5.7pp |
| Annual return | 18.52% | 24.46%-5.9pp | 28.19%-9.7pp | 81.02%-62.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,594 | $3,270-51.3% | $4,049-60.6% | $3,608-55.8% |
| Admin fee / account holder | $12,534 | $5,055+148.0% | $7,491+67.3% | $5,124+144.6% |