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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 | $35,886 | $58,587-38.7% | $83,322-56.9% | $64,173-44.1% |
| Participation rate | 38.9% | 72.0%-33.1pp | 77.8%-38.9pp | 69.6%-30.7pp |
| Annual return | 116.20% | 9.65%+106.6pp | 10.64%+105.6pp | 7.63%+108.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,158 | $4,654-10.7% | $5,565-25.3% | $3,470+19.8% |
| Admin fee / account holder | $2,188 | $9,279-76.4% | $7,540-71.0% | $4,887-55.2% |