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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 | $29,468 | $76,551-61.5% | $123,894-76.2% | $62,881-53.1% |
| Participation rate | 38.7% | 73.0%-34.3pp | 81.4%-42.7pp | 69.3%-30.6pp |
| Annual return | 6.74% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,664 | $4,840-45.0% | $5,984-55.5% | $3,203-16.8% |
| Admin fee / account holder | $4,600 | $4,826-4.7% | $8,357-45.0% | $4,296+7.1% |