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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 | $31,611 | $54,541-42.0% | $78,778-59.9% | $70,126-54.9% |
| Participation rate | 58.8% | 60.8%-2.0pp | 69.2%-10.4pp | 69.5%-10.7pp |
| Annual return | 16.42% | 21.07%-4.7pp | 35.62%-19.2pp | 73.15%-56.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,540 | $2,210+60.2% | $2,958+19.7% | $3,332+6.2% |
| Admin fee / account holder | $11,312 | $3,709+205.0% | $5,134+120.3% | $4,645+143.5% |