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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 | $30,598 | $152,394-79.9% | $124,067-75.3% | $155,188-80.3% |
| Participation rate | 55.6% | 68.8%-13.3pp | 66.9%-11.3pp | 80.8%-25.2pp |
| Annual return | 12.31% | 34.93%-22.6pp | 31.06%-18.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,166-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,777 | $3,823+103.4% | $3,463+124.6% | $6,531+19.1% |
| Admin fee / account holder | $5,447 | $6,949-21.6% | $7,351-25.9% | $14,480-62.4% |