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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 | $48,875 | $49,239-0.7% | $70,462-30.6% | $79,858-38.8% |
| Participation rate | 48.1% | 69.2%-21.0pp | 75.1%-26.9pp | 69.6%-21.5pp |
| Annual return | 8.82% | 30.08%-21.3pp | 109.08%-100.3pp | 31.72%-22.9pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,798 | $2,769-35.1% | $3,710-51.5% | $3,740-51.9% |
| Admin fee / account holder | $5,280 | $2,876+83.6% | $3,845+37.3% | $5,306-0.5% |