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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 | $33,168 | $57,590-42.4% | $86,233-61.5% | $82,448-59.8% |
| Participation rate | 46.4% | 57.9%-11.4pp | 69.0%-22.6pp | 68.1%-21.6pp |
| Annual return | 15.21% | 22.41%-7.2pp | 61.39%-46.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,833 | $3,080-40.5% | $4,559-59.8% | $4,139-55.7% |
| Admin fee / account holder | $1,845 | $4,730-61.0% | $8,342-77.9% | $7,234-74.5% |