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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 | $37,870 | $65,027-41.8% | $90,970-58.4% | $79,852-52.6% |
| Participation rate | 52.6% | 61.6%-9.0pp | 69.0%-16.4pp | 69.6%-17.0pp |
| Annual return | 11.22% | 30.45%-19.2pp | 134.58%-123.4pp | 31.72%-20.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,447 | $2,512-2.6% | $3,373-27.5% | $3,740-34.6% |
| Admin fee / account holder | $441 | $4,535-90.3% | $5,960-92.6% | $5,306-91.7% |