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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 | $33,208 | $61,125-45.7% | $94,057-64.7% | $87,485-62.0% |
| Participation rate | 32.7% | 64.1%-31.3pp | 73.3%-40.6pp | 68.9%-36.2pp |
| Annual return | 16.18% | 35.20%-19.0pp | 480.62%-464.4pp | 26.06%-9.9pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,854 | $3,260-43.1% | $4,709-60.6% | $4,274-56.6% |
| Admin fee / account holder | $5,523 | $5,629-1.9% | $7,244-23.8% | $7,775-29.0% |