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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 | $49,482 | $99,345-50.2% | $84,753-41.6% | $273,972-81.9% |
| Participation rate | 56.3% | 80.7%-24.4pp | 76.6%-20.3pp | 83.0%-26.8pp |
| Annual return | 8.04% | 22.93%-14.9pp | 22.78%-14.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,102 | $4,270-74.2% | $3,712-70.3% | $5,287-79.2% |
| Admin fee / account holder | $1,522 | $6,645-77.1% | $5,333-71.5% | $10,133-85.0% |