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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 | $42,748 | $49,239-13.2% | $70,462-39.3% | $79,858-46.5% |
| Participation rate | 50.0% | 69.2%-19.2pp | 75.1%-25.1pp | 69.6%-19.6pp |
| Annual return | 13.64% | 30.08%-16.4pp | 109.08%-95.4pp | 31.72%-18.1pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,102 | $2,769-24.1% | $3,710-43.3% | $3,740-43.8% |
| Admin fee / account holder | $428 | $2,876-85.1% | $3,845-88.9% | $5,306-91.9% |