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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 | $30,592 | $76,551-60.0% | $123,894-75.3% | $62,881-51.3% |
| Participation rate | 20.6% | 73.0%-52.4pp | 81.4%-60.8pp | 69.3%-48.7pp |
| Annual return | 8.56% | 18.68%-10.1pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,193 | $4,840-54.7% | $5,984-63.4% | $3,203-31.5% |
| Admin fee / account holder | $1,733 | $4,826-64.1% | $8,357-79.3% | $4,296-59.7% |