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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 | $34,400 | $76,551-55.1% | $123,894-72.2% | $62,881-45.3% |
| Participation rate | 36.9% | 73.0%-36.1pp | 81.4%-44.5pp | 69.3%-32.4pp |
| Annual return | 6.82% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,556 | $4,840-47.2% | $5,984-57.3% | $3,203-20.2% |
| Admin fee / account holder | $3,134 | $4,826-35.1% | $8,357-62.5% | $4,296-27.0% |