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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 | $37,835 | $77,638-51.3% | $156,551-75.8% | $62,881-39.8% |
| Participation rate | 43.4% | 71.2%-27.8pp | 84.0%-40.6pp | 69.3%-25.9pp |
| Annual return | 7.13% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,178 | $3,046-28.5% | $4,871-55.3% | $3,203-32.0% |
| Admin fee / account holder | $4,123 | $5,561-25.9% | $13,028-68.4% | $4,296-4.0% |