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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 | $54,513 | $56,054-2.7% | $171,082-68.1% | $62,881-13.3% |
| Participation rate | 47.3% | 62.9%-15.6pp | 76.7%-29.4pp | 69.3%-22.0pp |
| Annual return | 9.41% | 22.52%-13.1pp | 32.56%-23.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,940 | $3,158-38.6% | $4,797-59.6% | $3,203-39.4% |
| Admin fee / account holder | $426 | $3,647-88.3% | $8,520-95.0% | $4,296-90.1% |