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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 | $31,531 | $54,757-42.4% | $90,304-65.1% | $72,975-56.8% |
| Participation rate | 29.9% | 65.2%-35.3pp | 73.3%-43.4pp | 69.5%-39.6pp |
| Annual return | 22.20% | 30.63%-8.4pp | 78.13%-55.9pp | 81.01%-58.8pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,202 | $2,887-58.4% | $3,885-69.1% | $3,608-66.7% |
| Admin fee / account holder | $3,405 | $3,973-14.3% | $5,354-36.4% | $5,124-33.5% |