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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 | $50,518 | $57,061-11.5% | $85,063-40.6% | $80,911-37.6% |
| Participation rate | 36.6% | 56.3%-19.8pp | 67.5%-30.9pp | 67.6%-31.1pp |
| Annual return | 13.24% | 21.66%-8.4pp | 66.54%-53.3pp | 35.63%-22.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,318 | $3,110-57.6% | $4,523-70.9% | $4,297-69.3% |
| Admin fee / account holder | $731 | $4,986-85.3% | $6,155-88.1% | $6,935-89.5% |