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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 | $42,081 | $60,349-30.3% | $74,184-43.3% | $62,881-33.1% |
| Participation rate | 46.5% | 72.7%-26.2pp | 76.6%-30.1pp | 69.3%-22.8pp |
| Annual return | 7.10% | 21.38%-14.3pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,408 | $2,856-50.7% | $3,550-60.3% | $3,203-56.0% |
| Admin fee / account holder | $4,512 | $4,261+5.9% | $5,586-19.2% | $4,296+5.0% |