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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 | $56,869 | $78,428-27.5% | $95,960-40.7% | $79,852-28.8% |
| Participation rate | 35.5% | 73.5%-38.0pp | 77.1%-41.6pp | 69.6%-34.1pp |
| Annual return | 15.95% | 19.37%-3.4pp | 91.63%-75.7pp | 31.72%-15.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,300 | $3,440-33.1% | $4,167-44.8% | $3,740-38.5% |
| Admin fee / account holder | $3,268 | $5,622-41.9% | $6,797-51.9% | $5,306-38.4% |