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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 | $32,476 | $90,486-64.1% | $78,676-58.7% | $273,972-88.1% |
| Participation rate | 46.2% | 76.5%-30.4pp | 73.6%-27.4pp | 83.0%-36.9pp |
| Annual return | 8.62% | 75.62%-67.0pp | 62.19%-53.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,624 | $3,901-32.7% | $3,517-25.4% | $5,287-50.4% |
| Admin fee / account holder | $3,272 | $5,263-37.8% | $4,510-27.5% | $10,133-67.7% |