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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 | $31,980 | $78,027-59.0% | $178,528-82.1% | $80,925-60.5% |
| Participation rate | 44.4% | 65.7%-21.2pp | 77.1%-32.7pp | 67.7%-23.2pp |
| Annual return | 18.08% | 18.09%0pp | 27.11%-9.0pp | 35.65%-17.6pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,081 | $4,408-52.8% | $6,278-66.8% | $4,299-51.6% |
| Admin fee / account holder | $2,023 | $7,168-71.8% | $10,419-80.6% | $6,940-70.9% |