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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 | $29,631 | $106,749-72.2% | $145,433-79.6% | $82,448-64.1% |
| Participation rate | 32.1% | 75.6%-43.5pp | 82.1%-50.0pp | 68.1%-35.9pp |
| Annual return | 17.01% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,623 | $6,519-59.8% | $7,897-66.8% | $4,139-36.6% |
| Admin fee / account holder | $550 | $8,390-93.4% | $13,129-95.8% | $7,234-92.4% |