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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 | $50,263 | $48,364+3.9% | $71,796-30.0% | $62,881-20.1% |
| Participation rate | 45.1% | 60.6%-15.5pp | 69.1%-24.0pp | 69.3%-24.2pp |
| Annual return | 12.10% | 13.16%-1.1pp | 78.04%-65.9pp | 20.14%-8.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,430 | $2,091+16.2% | $2,794-13.0% | $3,203-24.1% |
| Admin fee / account holder | $3,816 | $3,771+1.2% | $4,815-20.7% | $4,296-11.2% |