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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 | $37,241 | $55,713-33.2% | $75,894-50.9% | $72,983-49.0% |
| Participation rate | 55.1% | 61.1%-6.0pp | 69.3%-14.2pp | 69.5%-14.4pp |
| Annual return | 20.23% | 27.60%-7.4pp | 30.76%-10.5pp | 81.01%-60.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,001 | $2,634-62.0% | $3,603-72.2% | $3,608-72.3% |
| Admin fee / account holder | $2,952 | $3,980-25.8% | $5,420-45.5% | $5,124-42.4% |