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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 | $34,887 | $41,377-15.7% | $109,313-68.1% | $62,881-44.5% |
| Participation rate | 28.0% | 57.5%-29.5pp | 71.3%-43.2pp | 69.3%-41.3pp |
| Annual return | 7.45% | 11.05%-3.6pp | 22.07%-14.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,053 | $2,045-48.5% | $3,166-66.8% | $3,203-67.1% |
| Admin fee / account holder | $1,464 | $2,884-49.2% | $5,666-74.2% | $4,296-65.9% |