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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 | $48,221 | $54,541-11.6% | $78,778-38.8% | $70,126-31.2% |
| Participation rate | 34.0% | 60.8%-26.8pp | 69.2%-35.2pp | 69.5%-35.6pp |
| Annual return | 15.36% | 21.07%-5.7pp | 35.62%-20.3pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,318 | $2,210+95.4% | $2,958+46.0% | $3,332+29.6% |
| Admin fee / account holder | $11,116 | $3,709+199.7% | $5,134+116.5% | $4,645+139.3% |