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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 | $33,573 | $76,551-56.1% | $123,894-72.9% | $62,881-46.6% |
| Participation rate | 32.8% | 73.0%-40.2pp | 81.4%-48.6pp | 69.3%-36.5pp |
| Annual return | 9.08% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,104 | $4,840-15.2% | $5,984-31.4% | $3,203+28.1% |
| Admin fee / account holder | $7,462 | $4,826+54.6% | $8,357-10.7% | $4,296+73.7% |