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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 | $22,412 | $45,082-50.3% | $69,464-67.7% | $72,975-69.3% |
| Participation rate | 36.8% | 68.5%-31.7pp | 74.6%-37.8pp | 69.5%-32.6pp |
| Annual return | 21.42% | 22.66%-1.2pp | 28.98%-7.6pp | 81.01%-59.6pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,137 | $2,604-17.9% | $3,536-39.6% | $3,608-40.8% |
| Admin fee / account holder | $2,140 | $3,057-30.0% | $3,840-44.3% | $5,124-58.2% |