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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 | $45,492 | $104,098-56.3% | $140,514-67.6% | $94,015-51.6% |
| Participation rate | 43.2% | 73.7%-30.5pp | 77.8%-34.6pp | 70.8%-27.6pp |
| Annual return | 14.32% | 15.14%-0.8pp | 14.36%0pp | 17.84%-3.5pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,077 | $4,033-23.7% | $4,919-37.4% | $4,249-27.6% |
| Admin fee / account holder | $12,380 | $10,439+18.6% | $13,697-9.6% | $8,951+38.3% |