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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 | $34,843 | $83,898-58.5% | $133,346-73.9% | $94,015-62.9% |
| Participation rate | 26.1% | 63.4%-37.3pp | 72.8%-46.8pp | 70.8%-44.7pp |
| Annual return | 13.73% | 16.00%-2.3pp | 36.85%-23.1pp | 17.84%-4.1pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,219 | $3,245-31.6% | $4,332-48.8% | $4,249-47.8% |
| Admin fee / account holder | $10,388 | $7,809+33.0% | $14,264-27.2% | $8,951+16.1% |