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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 | $32,323 | $76,551-57.8% | $123,894-73.9% | $62,881-48.6% |
| Participation rate | 42.3% | 73.0%-30.7pp | 81.4%-39.1pp | 69.3%-27.0pp |
| Annual return | 6.96% | 18.68%-11.7pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,179 | $4,840-13.6% | $5,984-30.2% | $3,203+30.5% |
| Admin fee / account holder | $1,647 | $4,826-65.9% | $8,357-80.3% | $4,296-61.7% |