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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 | $26,069 | $76,551-65.9% | $123,894-79.0% | $62,881-58.5% |
| Participation rate | 40.5% | 73.0%-32.5pp | 81.4%-40.9pp | 69.3%-28.8pp |
| Annual return | 8.70% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,789 | $4,840-42.4% | $5,984-53.4% | $3,203-12.9% |
| Admin fee / account holder | $782 | $4,826-83.8% | $8,357-90.6% | $4,296-81.8% |