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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 | $37,852 | $91,559-58.7% | $133,978-71.7% | $79,856-52.6% |
| Participation rate | 33.7% | 73.3%-39.6pp | 79.8%-46.1pp | 69.6%-35.9pp |
| Annual return | 20.08% | 61.85%-41.8pp | 45.10%-25.0pp | 31.71%-11.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,506 | $3,734-32.9% | $5,047-50.4% | $3,741-33.0% |
| Admin fee / account holder | $3,334 | $6,321-47.3% | $8,930-62.7% | $5,306-37.2% |