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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 | $33,066 | $67,894-51.3% | $89,340-63.0% | $82,448-59.9% |
| Participation rate | 31.4% | 64.0%-32.7pp | 69.6%-38.2pp | 68.1%-36.7pp |
| Annual return | 16.48% | 19.21%-2.7pp | 20.57%-4.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,863 | $3,072-6.8% | $3,823-25.1% | $4,139-30.8% |
| Admin fee / account holder | $8,028 | $5,723+40.3% | $6,704+19.8% | $7,234+11.0% |