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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 | $54,659 | $56,110-2.6% | $94,993-42.5% | $70,126-22.1% |
| Participation rate | 14.8% | 65.0%-50.2pp | 73.9%-59.1pp | 69.5%-54.7pp |
| Annual return | 13.68% | 51.02%-37.3pp | 27.14%-13.5pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,223 | $2,391-48.9% | $3,317-63.1% | $3,332-63.3% |
| Admin fee / account holder | $7,084 | $3,456+105.0% | $4,960+42.8% | $4,645+52.5% |