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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 | $37,862 | $60,349-37.3% | $74,184-49.0% | $62,881-39.8% |
| Participation rate | 29.6% | 72.7%-43.1pp | 76.6%-47.0pp | 69.3%-39.7pp |
| Annual return | 6.87% | 21.38%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,485 | $2,856-48.0% | $3,550-58.2% | $3,203-53.6% |
| Admin fee / account holder | $3,407 | $4,261-20.0% | $5,586-39.0% | $4,296-20.7% |