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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 | $40,566 | $65,246-37.8% | $98,716-58.9% | $67,986-40.3% |
| Participation rate | 31.5% | 51.4%-19.9pp | 69.3%-37.8pp | 57.2%-25.7pp |
| Annual return | 17.14% | 20.58%-3.4pp | 31.81%-14.7pp | 31.67%-14.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,432 | $2,594-44.8% | $4,048-64.6% | $3,358-57.4% |
| Admin fee / account holder | $9,487 | $4,561+108.0% | $8,703+9.0% | $3,203+196.2% |