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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 | $35,711 | $64,359-44.5% | $90,161-60.4% | $70,126-49.1% |
| Participation rate | 27.7% | 70.4%-42.7pp | 76.9%-49.2pp | 69.5%-41.8pp |
| Annual return | 22.76% | 28.13%-5.4pp | 34.89%-12.1pp | 73.15%-50.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,289 | $4,389-47.8% | $5,287-56.7% | $3,332-31.3% |
| Admin fee / account holder | $1,711 | $3,945-56.6% | $5,943-71.2% | $4,645-63.2% |