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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 | $54,563 | $73,787-26.1% | $98,716-44.7% | $82,448-33.8% |
| Participation rate | 36.7% | 61.4%-24.7pp | 69.3%-32.6pp | 68.1%-31.4pp |
| Annual return | 15.12% | 18.57%-3.4pp | 31.81%-16.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,703 | $3,081-12.3% | $4,048-33.2% | $4,139-34.7% |
| Admin fee / account holder | $2,805 | $6,500-56.8% | $8,703-67.8% | $7,234-61.2% |