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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 | $35,667 | $106,864-66.6% | $147,318-75.8% | $82,637-56.8% |
| Participation rate | 29.2% | 75.5%-46.3pp | 82.1%-52.9pp | 68.1%-38.9pp |
| Annual return | 18.13% | 27.49%-9.4pp | 70.43%-52.3pp | 53.51%-35.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,857 | $6,496-56.0% | $7,906-63.9% | $4,126-30.8% |
| Admin fee / account holder | $3,838 | $8,415-54.4% | $13,708-72.0% | $7,339-47.7% |