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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 | $26,278 | $64,359-59.2% | $90,161-70.9% | $70,126-62.5% |
| Participation rate | 37.7% | 70.4%-32.7pp | 76.9%-39.1pp | 69.5%-31.8pp |
| Annual return | 19.31% | 28.13%-8.8pp | 34.89%-15.6pp | 73.15%-53.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,134 | $4,389-28.6% | $5,287-40.7% | $3,332-5.9% |
| Admin fee / account holder | $3,050 | $3,945-22.7% | $5,943-48.7% | $4,645-34.3% |