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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 | $47,653 | $76,551-37.7% | $123,894-61.5% | $62,881-24.2% |
| Participation rate | 16.7% | 73.0%-56.3pp | 81.4%-64.7pp | 69.3%-52.6pp |
| Annual return | 8.98% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,128 | $4,840-56.0% | $5,984-64.4% | $3,203-33.5% |
| Admin fee / account holder | $1,423 | $4,826-70.5% | $8,357-83.0% | $4,296-66.9% |