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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 | $32,427 | $86,050-62.3% | $189,758-82.9% | $94,015-65.5% |
| Participation rate | 53.8% | 68.9%-15.1pp | 79.8%-26.0pp | 70.8%-17.0pp |
| Annual return | 25.87% | 17.77%+8.1pp | 52.62%-26.7pp | 17.84%+8.0pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,691 | $3,349+70.0% | $5,856-2.8% | $4,249+33.9% |
| Admin fee / account holder | $2,898 | $6,627-56.3% | $20,388-85.8% | $8,951-67.6% |