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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 | $43,026 | $67,602-36.4% | $82,312-47.7% | $70,126-38.6% |
| Participation rate | 41.3% | 72.8%-31.4pp | 76.9%-35.6pp | 69.5%-28.2pp |
| Annual return | 17.91% | 21.57%-3.7pp | 25.88%-8.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,535 | $2,987-48.6% | $3,706-58.6% | $3,332-53.9% |
| Admin fee / account holder | $2,749 | $4,512-39.1% | $5,608-51.0% | $4,645-40.8% |