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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 | $33,244 | $36,948-10.0% | $73,658-54.9% | $87,485-62.0% |
| Participation rate | 38.5% | 46.8%-8.4pp | 57.0%-18.6pp | 68.9%-30.5pp |
| Annual return | 16.30% | 28.64%-12.3pp | 29.72%-13.4pp | 26.06%-9.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $644 | $1,379-53.3% | $2,062-68.8% | $4,274-84.9% |
| Admin fee / account holder | $1,916 | $2,531-24.3% | $3,357-42.9% | $7,775-75.4% |