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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 | $28,711 | $54,757-47.6% | $90,304-68.2% | $72,975-60.7% |
| Participation rate | 27.9% | 65.2%-37.3pp | 73.3%-45.4pp | 69.5%-41.6pp |
| Annual return | 22.34% | 30.63%-8.3pp | 78.13%-55.8pp | 81.01%-58.7pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,018 | $2,887-30.1% | $3,885-48.1% | $3,608-44.1% |
| Admin fee / account holder | $830 | $3,973-79.1% | $5,354-84.5% | $5,124-83.8% |