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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 | $48,772 | $60,349-19.2% | $74,184-34.3% | $62,881-22.4% |
| Participation rate | 47.7% | 72.7%-25.0pp | 76.6%-28.9pp | 69.3%-21.6pp |
| Annual return | 12.61% | 21.38%-8.8pp | 17.74%-5.1pp | 20.14%-7.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,048 | $2,856-28.3% | $3,550-42.3% | $3,203-36.0% |
| Admin fee / account holder | $9,436 | $4,261+121.5% | $5,586+68.9% | $4,296+119.7% |