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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 | $39,941 | $76,407-47.7% | $150,298-73.4% | $82,448-51.6% |
| Participation rate | 18.9% | 66.4%-47.5pp | 77.8%-58.8pp | 68.1%-49.1pp |
| Annual return | 16.96% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,284 | $3,214-28.9% | $5,453-58.1% | $4,139-44.8% |
| Admin fee / account holder | $5,630 | $6,352-11.4% | $14,116-60.1% | $7,234-22.2% |