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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 | $33,868 | $58,493-42.1% | $84,021-59.7% | $72,975-53.6% |
| Participation rate | 46.5% | 61.2%-14.8pp | 69.0%-22.5pp | 69.5%-23.0pp |
| Annual return | 20.33% | 28.93%-8.6pp | 71.32%-51.0pp | 81.01%-60.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,672 | $2,394-30.2% | $3,239-48.4% | $3,608-53.7% |
| Admin fee / account holder | $1,678 | $4,569-63.3% | $6,102-72.5% | $5,124-67.3% |