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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 | $35,629 | $65,364-45.5% | $92,909-61.7% | $72,975-51.2% |
| Participation rate | 52.5% | 68.3%-15.8pp | 76.0%-23.5pp | 69.5%-17.0pp |
| Annual return | 19.45% | 42.11%-22.7pp | 109.44%-90.0pp | 81.01%-61.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,043 | $3,128-34.7% | $4,238-51.8% | $3,608-43.4% |
| Admin fee / account holder | $1,555 | $4,251-63.4% | $5,795-73.2% | $5,124-69.7% |