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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 | $30,723 | $45,041-31.8% | $63,003-51.2% | $70,131-56.2% |
| Participation rate | 32.0% | 69.5%-37.5pp | 74.8%-42.8pp | 69.5%-37.5pp |
| Annual return | 12.54% | 18.76%-6.2pp | 87.59%-75.0pp | 73.14%-60.6pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,822 | $2,465+55.0% | $3,329+14.8% | $3,332+14.7% |
| Admin fee / account holder | $8,704 | $2,836+207.0% | $3,600+141.8% | $4,645+87.4% |