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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 | $53,375 | $64,920-17.8% | $103,693-48.5% | $86,983-38.6% |
| Participation rate | 45.8% | 63.6%-17.8pp | 72.6%-26.9pp | 69.5%-23.8pp |
| Annual return | 12.81% | 30.29%-17.5pp | 47.61%-34.8pp | 25.83%-13.0pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,439 | $3,241+6.1% | $4,579-24.9% | $4,194-18.0% |
| Admin fee / account holder | $16,513 | $6,191+166.7% | $7,858+110.1% | $7,856+110.2% |