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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 | $31,908 | $77,638-58.9% | $156,551-79.6% | $62,881-49.3% |
| Participation rate | 60.0% | 71.2%-11.2pp | 84.0%-24.0pp | 69.3%-9.3pp |
| Annual return | 5.36% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,499 | $3,046-17.9% | $4,871-48.7% | $3,203-22.0% |
| Admin fee / account holder | $7,082 | $5,561+27.3% | $13,028-45.6% | $4,296+64.9% |