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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 | $33,334 | $72,273-53.9% | $101,275-67.1% | $79,856-58.3% |
| Participation rate | 31.3% | 68.5%-37.2pp | 75.8%-44.6pp | 69.6%-38.4pp |
| Annual return | 15.08% | 22.30%-7.2pp | 46.48%-31.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,630 | $3,282-50.3% | $4,371-62.7% | $3,741-56.4% |
| Admin fee / account holder | $3,189 | $4,401-27.5% | $5,948-46.4% | $5,306-39.9% |