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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 | $37,030 | $48,078-23.0% | $78,676-52.9% | $62,881-41.1% |
| Participation rate | 41.4% | 65.2%-23.8pp | 73.6%-32.2pp | 69.3%-27.9pp |
| Annual return | 6.72% | 31.36%-24.6pp | 62.19%-55.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $977 | $2,587-62.2% | $3,517-72.2% | $3,203-69.5% |
| Admin fee / account holder | $1,778 | $3,206-44.6% | $4,510-60.6% | $4,296-58.6% |