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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 | $33,385 | $63,773-47.6% | $81,286-58.9% | $80,925-58.7% |
| Participation rate | 36.8% | 63.9%-27.1pp | 69.5%-32.7pp | 67.7%-30.8pp |
| Annual return | 16.18% | 16.37%-0.2pp | 24.80%-8.6pp | 35.65%-19.5pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,876 | $3,093-39.4% | $3,883-51.7% | $4,299-56.4% |
| Admin fee / account holder | $4,298 | $5,682-24.4% | $5,764-25.4% | $6,940-38.1% |