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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 | $34,386 | $72,273-52.4% | $101,275-66.0% | $79,856-56.9% |
| Participation rate | 56.0% | 68.5%-12.5pp | 75.8%-19.8pp | 69.6%-13.6pp |
| Annual return | 12.70% | 22.30%-9.6pp | 46.48%-33.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,361 | $3,282-28.0% | $4,371-46.0% | $3,741-36.9% |
| Admin fee / account holder | $1,087 | $4,401-75.3% | $5,948-81.7% | $5,306-79.5% |