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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 | $40,412 | $59,440-32.0% | $78,004-48.2% | $82,637-51.1% |
| Participation rate | 40.7% | 62.8%-22.1pp | 69.4%-28.7pp | 68.1%-27.3pp |
| Annual return | 14.93% | 40.24%-25.3pp | 31.07%-16.1pp | 53.51%-38.6pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,819 | $3,138-10.2% | $4,092-31.1% | $4,126-31.7% |
| Admin fee / account holder | $2,305 | $5,504-58.1% | $7,578-69.6% | $7,339-68.6% |