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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 | $31,746 | $63,809-50.2% | $81,353-61.0% | $80,935-60.8% |
| Participation rate | 45.4% | 63.9%-18.5pp | 69.5%-24.2pp | 67.7%-22.3pp |
| Annual return | 14.12% | 16.37%-2.2pp | 24.82%-10.7pp | 35.66%-21.5pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,600 | $3,093-15.9% | $3,885-33.1% | $4,299-39.5% |
| Admin fee / account holder | $6,773 | $5,686+19.1% | $5,766+17.5% | $6,924-2.2% |