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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 | $25,997 | $124,425-79.1% | $112,040-76.8% | $137,256-81.1% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 12.36% | 24.72%-12.4pp | 24.52%-12.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,511 | $5,718-38.6% | $5,098-31.1% | $6,407-45.2% |
| Admin fee / account holder | $9,365 | $15,207-38.4% | $12,098-22.6% | $12,270-23.7% |