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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 | $44,716 | $76,551-41.6% | $123,894-63.9% | $62,881-28.9% |
| Participation rate | 51.8% | 73.0%-21.2pp | 81.4%-29.6pp | 69.3%-17.5pp |
| Annual return | 6.89% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,952 | $4,840-39.0% | $5,984-50.7% | $3,203-7.8% |
| Admin fee / account holder | $564 | $4,826-88.3% | $8,357-93.3% | $4,296-86.9% |