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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 | $34,407 | $47,848-28.1% | $81,473-57.8% | $70,126-50.9% |
| Participation rate | 27.0% | 58.3%-31.2pp | 68.0%-40.9pp | 69.5%-42.5pp |
| Annual return | 17.03% | 27.25%-10.2pp | 38.78%-21.8pp | 73.15%-56.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,961 | $2,453+102.2% | $3,537+40.3% | $3,332+48.9% |
| Admin fee / account holder | $6,287 | $3,145+99.9% | $4,561+37.8% | $4,645+35.3% |