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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 | $55,715 | $53,774+3.6% | $134,162-58.5% | $79,856-30.2% |
| Participation rate | 44.6% | 58.8%-14.1pp | 72.2%-27.5pp | 69.6%-25.0pp |
| Annual return | 13.65% | 19.01%-5.4pp | 36.35%-22.7pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,273 | $2,420-47.4% | $3,500-63.6% | $3,741-66.0% |
| Admin fee / account holder | $1,950 | $3,985-51.1% | $6,685-70.8% | $5,306-63.3% |