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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 | $34,447 | $69,511-50.4% | $94,664-63.6% | $71,511-51.8% |
| Participation rate | 28.8% | 78.4%-49.6pp | 80.8%-52.0pp | 67.9%-39.1pp |
| Annual return | 24.18% | 29.67%-5.5pp | 156.84%-132.7pp | 28.86%-4.7pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,021 | $7,348-45.3% | $7,417-45.8% | $4,291-6.3% |
| Admin fee / account holder | $5,039 | $1,211+316.2% | $7,222-30.2% | $1,588+217.2% |