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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 | $45,616 | $56,287-19.0% | $80,977-43.7% | $62,881-27.5% |
| Participation rate | 42.1% | 68.9%-26.8pp | 75.8%-33.7pp | 69.3%-27.2pp |
| Annual return | 6.81% | 22.13%-15.3pp | 17.11%-10.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,931 | $4,196-6.3% | $5,696-31.0% | $3,203+22.7% |
| Admin fee / account holder | $7,257 | $3,742+93.9% | $5,517+31.5% | $4,296+68.9% |