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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 | $67,456 | $83,898-19.6% | $133,346-49.4% | $94,015-28.2% |
| Participation rate | 32.9% | 63.4%-30.4pp | 72.8%-39.9pp | 70.8%-37.9pp |
| Annual return | 14.16% | 16.00%-1.8pp | 36.85%-22.7pp | 17.84%-3.7pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,668 | $3,245-17.8% | $4,332-38.4% | $4,249-37.2% |
| Admin fee / account holder | $14,563 | $7,809+86.5% | $14,264+2.1% | $8,951+62.7% |