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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 | $51,710 | $54,541-5.2% | $78,778-34.4% | $70,126-26.3% |
| Participation rate | 39.1% | 60.8%-21.7pp | 69.2%-30.1pp | 69.5%-30.5pp |
| Annual return | 16.39% | 21.07%-4.7pp | 35.62%-19.2pp | 73.15%-56.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,895 | $2,210-14.3% | $2,958-36.0% | $3,332-43.1% |
| Admin fee / account holder | $1,977 | $3,709-46.7% | $5,134-61.5% | $4,645-57.4% |