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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 | $42,112 | $58,512-28.0% | $84,020-49.9% | $72,983-42.3% |
| Participation rate | 36.8% | 61.2%-24.4pp | 69.0%-32.2pp | 69.5%-32.6pp |
| Annual return | 17.20% | 28.93%-11.7pp | 71.31%-54.1pp | 81.01%-63.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,684 | $2,394-29.6% | $3,239-48.0% | $3,608-53.3% |
| Admin fee / account holder | $1,144 | $4,569-75.0% | $6,101-81.3% | $5,124-77.7% |