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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 | $32,708 | $54,757-40.3% | $90,300-63.8% | $72,983-55.2% |
| Participation rate | 39.4% | 65.1%-25.7pp | 73.3%-33.9pp | 69.5%-30.1pp |
| Annual return | 28.43% | 30.63%-2.2pp | 78.11%-49.7pp | 81.01%-52.6pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,025 | $2,887+4.8% | $3,884-22.1% | $3,608-16.1% |
| Admin fee / account holder | $1,202 | $3,972-69.7% | $5,353-77.5% | $5,124-76.5% |