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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 | $31,105 | $73,988-58.0% | $96,538-67.8% | $75,177-58.6% |
| Participation rate | 44.4% | 66.4%-22.0pp | 74.3%-29.9pp | 67.2%-22.8pp |
| Annual return | 15.22% | 26.73%-11.5pp | 35.74%-20.5pp | 160.75%-145.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,329 | $3,660-9.1% | $4,880-31.8% | $4,126-19.3% |
| Admin fee / account holder | $13,693 | $5,220+162.3% | $6,737+103.2% | $5,651+142.3% |