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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 | $38,522 | $78,707-51.1% | $117,861-67.3% | $70,126-45.1% |
| Participation rate | 31.8% | 73.2%-41.4pp | 79.7%-47.8pp | 69.5%-37.7pp |
| Annual return | 19.61% | 23.30%-3.7pp | 335.11%-315.5pp | 73.15%-53.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,889 | $3,297-42.7% | $4,482-57.9% | $3,332-43.3% |
| Admin fee / account holder | $1,659 | $5,066-67.3% | $8,021-79.3% | $4,645-64.3% |