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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 | $42,795 | $45,050-5.0% | $63,018-32.1% | $70,126-39.0% |
| Participation rate | 44.4% | 69.5%-25.1pp | 74.8%-30.4pp | 69.5%-25.1pp |
| Annual return | 12.28% | 18.76%-6.5pp | 87.62%-75.3pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,491 | $2,466-39.5% | $3,330-55.2% | $3,332-55.3% |
| Admin fee / account holder | $5,540 | $2,834+95.5% | $3,601+53.9% | $4,645+19.3% |