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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 | $33,884 | $60,349-43.9% | $74,184-54.3% | $62,881-46.1% |
| Participation rate | 46.5% | 72.7%-26.2pp | 76.6%-30.1pp | 69.3%-22.8pp |
| Annual return | 16.33% | 21.38%-5.0pp | 17.74%-1.4pp | 20.14%-3.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,976 | $2,856+39.2% | $3,550+12.0% | $3,203+24.1% |
| Admin fee / account holder | $527 | $4,261-87.6% | $5,586-90.6% | $4,296-87.7% |