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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 | $31,017 | $73,787-58.0% | $98,716-68.6% | $82,448-62.4% |
| Participation rate | 19.2% | 61.4%-42.2pp | 69.3%-50.1pp | 68.1%-48.9pp |
| Annual return | 17.44% | 18.57%-1.1pp | 31.81%-14.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,342 | $3,081-56.4% | $4,048-66.8% | $4,139-67.6% |
| Admin fee / account holder | $3,369 | $6,500-48.2% | $8,703-61.3% | $7,234-53.4% |