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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 | $33,029 | $75,541-56.3% | $152,093-78.3% | $82,637-60.0% |
| Participation rate | 59.3% | 66.5%-7.3pp | 77.8%-18.5pp | 68.1%-8.8pp |
| Annual return | 14.27% | 32.56%-18.3pp | 66.36%-52.1pp | 53.51%-39.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,567 | $3,206-51.1% | $5,451-71.3% | $4,126-62.0% |
| Admin fee / account holder | $2,420 | $6,405-62.2% | $14,497-83.3% | $7,339-67.0% |