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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 | $46,258 | $54,763-15.5% | $90,324-48.8% | $72,976-36.6% |
| Participation rate | 41.3% | 65.2%-23.9pp | 73.3%-32.0pp | 69.5%-28.2pp |
| Annual return | 20.61% | 30.63%-10.0pp | 78.15%-57.5pp | 81.02%-60.4pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,057 | $2,887-28.8% | $3,885-47.1% | $3,608-43.0% |
| Admin fee / account holder | $669 | $3,973-83.2% | $5,356-87.5% | $5,124-86.9% |