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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 | $30,347 | $81,487-62.8% | $102,412-70.4% | $80,935-62.5% |
| Participation rate | 46.2% | 66.8%-20.7pp | 74.5%-28.3pp | 67.7%-21.5pp |
| Annual return | 11.97% | 25.60%-13.6pp | 24.94%-13.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,409 | $3,871-37.8% | $5,060-52.4% | $4,299-44.0% |
| Admin fee / account holder | $1,736 | $6,717-74.2% | $8,388-79.3% | $6,924-74.9% |