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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 | $32,305 | $46,877-31.1% | $122,354-73.6% | $70,126-53.9% |
| Participation rate | 22.8% | 58.2%-35.4pp | 71.6%-48.9pp | 69.5%-46.8pp |
| Annual return | 15.58% | 24.22%-8.6pp | 30.28%-14.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $930 | $2,167-57.1% | $3,287-71.7% | $3,332-72.1% |
| Admin fee / account holder | $1,232 | $3,324-62.9% | $5,479-77.5% | $4,645-73.5% |