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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 | $64,920-48.8% | $103,693-68.0% | $86,983-61.8% |
| Participation rate | 32.7% | 63.6%-30.9pp | 72.6%-39.9pp | 69.5%-36.8pp |
| Annual return | 16.18% | 30.29%-14.1pp | 47.61%-31.4pp | 25.83%-9.6pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,854 | $3,241-42.8% | $4,579-59.5% | $4,194-55.8% |
| Admin fee / account holder | $5,523 | $6,191-10.8% | $7,858-29.7% | $7,856-29.7% |