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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 | $63,773-50.2% | $81,286-60.9% | $80,925-60.8% |
| Participation rate | 45.4% | 63.9%-18.6pp | 69.5%-24.2pp | 67.7%-22.3pp |
| Annual return | 14.12% | 16.37%-2.3pp | 24.80%-10.7pp | 35.65%-21.5pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,600 | $3,093-15.9% | $3,883-33.0% | $4,299-39.5% |
| Admin fee / account holder | $6,773 | $5,682+19.2% | $5,764+17.5% | $6,940-2.4% |