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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 | $37,169 | $60,349-38.4% | $74,184-49.9% | $62,881-40.9% |
| Participation rate | 20.5% | 72.7%-52.3pp | 76.6%-56.2pp | 69.3%-48.9pp |
| Annual return | 4.91% | 21.38%-16.5pp | 17.74%-12.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,528 | $2,856-11.5% | $3,550-28.8% | $3,203-21.1% |
| Admin fee / account holder | $11,314 | $4,261+165.5% | $5,586+102.6% | $4,296+163.4% |