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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 | $31,173 | $81,331-61.7% | $155,534-80.0% | $80,935-61.5% |
| Participation rate | 12.2% | 66.3%-54.0pp | 78.2%-66.0pp | 67.7%-55.4pp |
| Annual return | 14.97% | 33.37%-18.4pp | 64.92%-49.9pp | 35.66%-20.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,308 | $3,454-62.1% | $5,630-76.8% | $4,299-69.6% |
| Admin fee / account holder | $18,565 | $7,999+132.1% | $15,900+16.8% | $6,924+168.1% |