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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 | $29,382 | $81,504-63.9% | $102,437-71.3% | $80,959-63.7% |
| Participation rate | 57.1% | 66.9%-9.7pp | 74.5%-17.4pp | 67.7%-10.5pp |
| Annual return | 13.98% | 25.60%-11.6pp | 24.95%-11.0pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,022 | $3,871+55.6% | $5,060+19.0% | $4,300+40.0% |
| Admin fee / account holder | $2,439 | $6,719-63.7% | $8,388-70.9% | $6,925-64.8% |