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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 | $36,446 | $43,075-15.4% | $74,577-51.1% | $62,881-42.0% |
| Participation rate | 33.3% | 58.1%-24.7pp | 68.1%-34.8pp | 69.3%-36.0pp |
| Annual return | 4.99% | 17.50%-12.5pp | 20.47%-15.5pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,802 | $2,389-24.6% | $3,458-47.9% | $3,203-43.7% |
| Admin fee / account holder | $458 | $2,840-83.9% | $4,138-88.9% | $4,296-89.3% |