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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 | $43,786 | $77,638-43.6% | $156,551-72.0% | $62,881-30.4% |
| Participation rate | 46.2% | 71.2%-25.0pp | 84.0%-37.9pp | 69.3%-23.2pp |
| Annual return | 5.38% | 50.33%-44.9pp | 32.23%-26.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,859 | $3,046-38.9% | $4,871-61.8% | $3,203-41.9% |
| Admin fee / account holder | $1,212 | $5,561-78.2% | $13,028-90.7% | $4,296-71.8% |