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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 | $36,783 | $60,349-39.0% | $74,184-50.4% | $62,881-41.5% |
| Participation rate | 31.3% | 72.7%-41.5pp | 76.6%-45.4pp | 69.3%-38.1pp |
| Annual return | 8.52% | 21.38%-12.9pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,914 | $2,856+2.0% | $3,550-17.9% | $3,203-9.0% |
| Admin fee / account holder | $1,538 | $4,261-63.9% | $5,586-72.5% | $4,296-64.2% |