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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 | $27,720 | $56,054-50.5% | $171,082-83.8% | $62,881-55.9% |
| Participation rate | 35.6% | 62.9%-27.3pp | 76.7%-41.1pp | 69.3%-33.7pp |
| Annual return | 6.35% | 22.52%-16.2pp | 32.56%-26.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,755 | $3,158+18.9% | $4,797-21.7% | $3,203+17.2% |
| Admin fee / account holder | $2,535 | $3,647-30.5% | $8,520-70.2% | $4,296-41.0% |