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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 | $36,330 | $52,306-30.5% | $69,779-47.9% | $62,881-42.2% |
| Participation rate | 29.2% | 67.2%-38.1pp | 71.8%-42.7pp | 69.3%-40.1pp |
| Annual return | 7.11% | 13.35%-6.2pp | 12.99%-5.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,251 | $2,395-6.0% | $2,931-23.2% | $3,203-29.7% |
| Admin fee / account holder | $2,343 | $3,691-36.5% | $4,381-46.5% | $4,296-45.5% |