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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 | $38,118 | $67,602-43.6% | $82,312-53.7% | $70,126-45.6% |
| Participation rate | 35.5% | 72.8%-37.3pp | 76.9%-41.4pp | 69.5%-34.1pp |
| Annual return | 14.28% | 21.57%-7.3pp | 25.88%-11.6pp | 73.15%-58.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,545 | $2,987-48.3% | $3,706-58.3% | $3,332-53.6% |
| Admin fee / account holder | $716 | $4,512-84.1% | $5,608-87.2% | $4,645-84.6% |