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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 | $39,607 | $76,407-48.2% | $150,298-73.6% | $82,448-52.0% |
| Participation rate | 27.5% | 66.4%-38.9pp | 77.8%-50.3pp | 68.1%-40.6pp |
| Annual return | 14.80% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $932 | $3,214-71.0% | $5,453-82.9% | $4,139-77.5% |
| Admin fee / account holder | $3,900 | $6,352-38.6% | $14,116-72.4% | $7,234-46.1% |