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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 | $72,607-54.5% | $90,259-63.4% | $87,485-62.2% |
| Participation rate | 31.4% | 64.8%-33.4pp | 70.7%-39.4pp | 68.9%-37.5pp |
| Annual return | 16.48% | 18.59%-2.1pp | 18.88%-2.4pp | 26.06%-9.6pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,863 | $3,055-6.3% | $3,827-25.2% | $4,274-33.0% |
| Admin fee / account holder | $8,028 | $5,947+35.0% | $7,267+10.5% | $7,775+3.3% |