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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 | $56,243 | $58,493-3.8% | $84,021-33.1% | $72,975-22.9% |
| Participation rate | 45.8% | 61.2%-15.4pp | 69.0%-23.2pp | 69.5%-23.7pp |
| Annual return | 17.79% | 28.93%-11.1pp | 71.32%-53.5pp | 81.01%-63.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,918 | $2,394-19.9% | $3,239-40.8% | $3,608-46.8% |
| Admin fee / account holder | $1,769 | $4,569-61.3% | $6,102-71.0% | $5,124-65.5% |