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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 | $48,115 | $62,672-23.2% | $185,117-74.0% | $70,126-31.4% |
| Participation rate | 27.4% | 63.8%-36.4pp | 77.3%-49.9pp | 69.5%-42.1pp |
| Annual return | 18.95% | 40.79%-21.8pp | 40.50%-21.5pp | 73.15%-54.2pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,454 | $3,272-55.6% | $5,045-71.2% | $3,332-56.4% |
| Admin fee / account holder | $2,600 | $3,932-33.9% | $8,159-68.1% | $4,645-44.0% |