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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 | $49,041 | $72,492-32.3% | $87,102-43.7% | $72,983-32.8% |
| Participation rate | 40.7% | 72.8%-32.1pp | 76.9%-36.1pp | 69.5%-28.7pp |
| Annual return | 23.88% | 24.46%-0.6pp | 28.19%-4.3pp | 81.01%-57.1pp |
| Employer contribution / active EE | $8 | $1,894-99.6% | $2,521-99.7% | $2,440-99.7% |
| Participant deferral / active EE | $2,630 | $3,270-19.6% | $4,048-35.0% | $3,608-27.1% |
| Admin fee / account holder | $2,098 | $5,055-58.5% | $7,491-72.0% | $5,124-59.1% |