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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 | $40,974 | $73,787-44.5% | $98,716-58.5% | $82,448-50.3% |
| Participation rate | 51.4% | 61.4%-10.0pp | 69.3%-17.9pp | 68.1%-16.7pp |
| Annual return | 16.55% | 18.57%-2.0pp | 31.81%-15.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,135 | $3,081-30.7% | $4,048-47.2% | $4,139-48.4% |
| Admin fee / account holder | $1,626 | $6,500-75.0% | $8,703-81.3% | $7,234-77.5% |