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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 | $37,593 | $61,605-39.0% | $112,273-66.5% | $75,173-50.0% |
| Participation rate | 27.3% | 61.7%-34.4pp | 72.4%-45.2pp | 67.2%-39.9pp |
| Annual return | 21.40% | 28.47%-7.1pp | 30.23%-8.8pp | 160.72%-139.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,930 | $3,108-37.9% | $4,800-59.8% | $4,126-53.2% |
| Admin fee / account holder | $2,762 | $4,862-43.2% | $7,752-64.4% | $5,651-51.1% |