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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 | $43,423 | $47,848-9.2% | $81,473-46.7% | $70,126-38.1% |
| Participation rate | 53.2% | 58.3%-5.1pp | 68.0%-14.8pp | 69.5%-16.3pp |
| Annual return | 19.49% | 27.25%-7.8pp | 38.78%-19.3pp | 73.15%-53.7pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,576 | $2,453+45.8% | $3,537+1.1% | $3,332+7.3% |
| Admin fee / account holder | $394 | $3,145-87.5% | $4,561-91.4% | $4,645-91.5% |