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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 | $57,119-11.6% | $85,187-40.7% | $80,935-37.6% |
| Participation rate | 36.6% | 56.4%-19.8pp | 67.5%-30.9pp | 67.7%-31.1pp |
| Annual return | 13.24% | 21.70%-8.5pp | 66.67%-53.4pp | 35.66%-22.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,318 | $3,115-57.7% | $4,525-70.9% | $4,299-69.3% |
| Admin fee / account holder | $731 | $4,990-85.4% | $6,162-88.1% | $6,924-89.4% |