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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 | $31,137 | $87,132-64.3% | $105,624-70.5% | $80,959-61.5% |
| Participation rate | 31.8% | 70.4%-38.6pp | 75.3%-43.5pp | 67.7%-35.8pp |
| Annual return | 13.90% | 17.03%-3.1pp | 116.20%-102.3pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,117 | $3,985-46.9% | $5,013-57.8% | $4,300-50.8% |
| Admin fee / account holder | $3,616 | $8,449-57.2% | $10,961-67.0% | $6,925-47.8% |