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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 | $35,484 | $42,909-17.3% | $152,093-76.7% | $71,012-50.0% |
| Participation rate | 40.0% | 54.7%-14.7pp | 77.8%-37.8pp | 58.6%-18.6pp |
| Annual return | 17.87% | 30.57%-12.7pp | 66.36%-48.5pp | 37.67%-19.8pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $1,961 | $1,904+3.0% | $5,451-64.0% | $3,246-39.6% |
| Admin fee / account holder | $1,912 | $1,014+88.6% | $14,497-86.8% | $1,167+63.9% |