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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 | $39,514 | $57,073-30.8% | $85,126-53.6% | $80,925-51.2% |
| Participation rate | 27.3% | 56.4%-29.1pp | 67.5%-40.3pp | 67.7%-40.4pp |
| Annual return | 12.27% | 21.69%-9.4pp | 66.63%-54.4pp | 35.65%-23.4pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,741 | $3,113-12.0% | $4,523-39.4% | $4,299-36.2% |
| Admin fee / account holder | $9,390 | $4,988+88.3% | $6,160+52.4% | $6,940+35.3% |