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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 | $57,101 | $72,486-21.2% | $87,103-34.4% | $72,976-21.8% |
| Participation rate | 48.7% | 72.8%-24.1pp | 76.9%-28.2pp | 69.5%-20.8pp |
| Annual return | 18.91% | 24.46%-5.5pp | 28.19%-9.3pp | 81.02%-62.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,670 | $3,270-18.4% | $4,049-34.1% | $3,608-26.0% |
| Admin fee / account holder | $1,736 | $5,055-65.7% | $7,491-76.8% | $5,124-66.1% |