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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 | $41,981 | $60,349-30.4% | $74,184-43.4% | $62,881-33.2% |
| Participation rate | 51.4% | 72.7%-21.4pp | 76.6%-25.3pp | 69.3%-18.0pp |
| Annual return | 8.61% | 21.38%-12.8pp | 17.74%-9.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,312 | $2,856-19.0% | $3,550-34.9% | $3,203-27.8% |
| Admin fee / account holder | $11,831 | $4,261+177.7% | $5,586+111.8% | $4,296+175.4% |