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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 | $30,088 | $45,266-33.5% | $103,693-71.0% | $65,306-53.9% |
| Participation rate | 24.2% | 53.3%-29.1pp | 72.6%-48.5pp | 57.7%-33.5pp |
| Annual return | 21.49% | 25.10%-3.6pp | 47.61%-26.1pp | 21.94%-0.4pp |
| Employer contribution / active EE | $0 | $1,765-100.0% | $2,920-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,007 | $2,099-52.1% | $4,579-78.0% | $2,959-66.0% |
| Admin fee / account holder | $2,279 | $3,221-29.2% | $7,858-71.0% | $3,480-34.5% |