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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 | $44,413 | $43,075+3.1% | $74,577-40.4% | $62,881-29.4% |
| Participation rate | 9.7% | 58.1%-48.4pp | 68.1%-58.4pp | 69.3%-59.6pp |
| Annual return | 6.14% | 17.50%-11.4pp | 20.47%-14.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $831 | $2,389-65.2% | $3,458-76.0% | $3,203-74.0% |
| Admin fee / account holder | $2,819 | $2,840-0.7% | $4,138-31.9% | $4,296-34.4% |