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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 | $48,102 | $56,894-15.5% | $84,753-43.2% | $62,881-23.5% |
| Participation rate | 59.3% | 68.5%-9.2pp | 76.6%-17.3pp | 69.3%-10.0pp |
| Annual return | 6.12% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,956 | $2,709+82.9% | $3,712+33.5% | $3,203+54.7% |
| Admin fee / account holder | $11,178 | $3,581+212.2% | $5,333+109.6% | $4,296+160.2% |