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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 | $56,493 | $58,493-3.4% | $84,023-32.8% | $72,976-22.6% |
| Participation rate | 34.8% | 61.2%-26.4pp | 69.0%-34.2pp | 69.5%-34.7pp |
| Annual return | 21.77% | 28.93%-7.2pp | 71.32%-49.6pp | 81.02%-59.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,182 | $2,394-50.6% | $3,239-63.5% | $3,608-67.2% |
| Admin fee / account holder | $4,002 | $4,569-12.4% | $6,102-34.4% | $5,124-21.9% |