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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 | $47,125 | $48,078-2.0% | $78,676-40.1% | $62,881-25.1% |
| Participation rate | 45.4% | 65.2%-19.8pp | 73.6%-28.2pp | 69.3%-23.9pp |
| Annual return | 5.60% | 31.36%-25.8pp | 62.19%-56.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,400 | $2,587-7.2% | $3,517-31.7% | $3,203-25.1% |
| Admin fee / account holder | $1,304 | $3,206-59.3% | $4,510-71.1% | $4,296-69.6% |