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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 | $32,203 | $60,349-46.6% | $74,184-56.6% | $62,881-48.8% |
| Participation rate | 50.0% | 72.7%-22.7pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 5.22% | 21.38%-16.2pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,271 | $2,856-55.5% | $3,550-64.2% | $3,203-60.3% |
| Admin fee / account holder | $11,042 | $4,261+159.1% | $5,586+97.7% | $4,296+157.0% |