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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 | $47,405 | $78,707-39.8% | $117,861-59.8% | $70,126-32.4% |
| Participation rate | 27.3% | 73.2%-45.9pp | 79.7%-52.4pp | 69.5%-42.3pp |
| Annual return | 12.84% | 23.30%-10.5pp | 335.11%-322.3pp | 73.15%-60.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,344 | $3,297-28.9% | $4,482-47.7% | $3,332-29.7% |
| Admin fee / account holder | $1,872 | $5,066-63.0% | $8,021-76.7% | $4,645-59.7% |