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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 | $41,444 | $54,757-24.3% | $90,304-54.1% | $72,975-43.2% |
| Participation rate | 51.4% | 65.2%-13.7pp | 73.3%-21.8pp | 69.5%-18.1pp |
| Annual return | 27.18% | 30.63%-3.5pp | 78.13%-51.0pp | 81.01%-53.8pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,126 | $2,887+8.3% | $3,885-19.6% | $3,608-13.4% |
| Admin fee / account holder | $954 | $3,973-76.0% | $5,354-82.2% | $5,124-81.4% |