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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 | $35,564 | $69,273-48.7% | $90,796-60.8% | $82,637-57.0% |
| Participation rate | 25.8% | 64.0%-38.3pp | 69.5%-43.7pp | 68.1%-42.3pp |
| Annual return | 15.43% | 18.37%-2.9pp | 19.29%-3.9pp | 53.51%-38.1pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,163 | $3,047-61.8% | $3,822-69.6% | $4,126-71.8% |
| Admin fee / account holder | $2,322 | $5,511-57.9% | $7,024-66.9% | $7,339-68.4% |