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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 | $40,966 | $75,541-45.8% | $152,093-73.1% | $82,637-50.4% |
| Participation rate | 32.0% | 66.5%-34.5pp | 77.8%-45.8pp | 68.1%-36.1pp |
| Annual return | 15.41% | 32.56%-17.1pp | 66.36%-50.9pp | 53.51%-38.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,645 | $3,206+13.7% | $5,451-33.1% | $4,126-11.7% |
| Admin fee / account holder | $4,381 | $6,405-31.6% | $14,497-69.8% | $7,339-40.3% |