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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 | $27,703 | $41,377-33.0% | $109,313-74.7% | $62,881-55.9% |
| Participation rate | 28.1% | 57.5%-29.4pp | 71.3%-43.1pp | 69.3%-41.2pp |
| Annual return | 10.34% | 11.05%-0.7pp | 22.07%-11.7pp | 20.14%-9.8pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,236 | $2,045-39.6% | $3,166-61.0% | $3,203-61.4% |
| Admin fee / account holder | $4,290 | $2,884+48.8% | $5,666-24.3% | $4,296-0.1% |