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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 | $35,977 | $56,544-36.4% | $75,501-52.3% | $70,124-48.7% |
| Participation rate | 37.0% | 68.1%-31.1pp | 72.4%-35.4pp | 69.5%-32.6pp |
| Annual return | 15.80% | 23.59%-7.8pp | 27.35%-11.6pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,694 | $2,580+4.4% | $3,142-14.3% | $3,332-19.2% |
| Admin fee / account holder | $4,412 | $3,827+15.3% | $5,801-23.9% | $4,645-5.0% |