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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 | $35,650 | $58,851-39.4% | $115,170-69.0% | $72,975-51.1% |
| Participation rate | 35.0% | 65.5%-30.5pp | 75.9%-40.9pp | 69.5%-34.5pp |
| Annual return | 23.20% | 23.16%0pp | 35.60%-12.4pp | 81.01%-57.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,210 | $2,643-54.2% | $4,169-71.0% | $3,608-66.5% |
| Admin fee / account holder | $6,094 | $6,370-4.3% | $7,089-14.0% | $5,124+18.9% |