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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 | $43,448 | $69,444-37.4% | $92,985-53.3% | $87,485-50.3% |
| Participation rate | 13.5% | 63.3%-49.8pp | 69.5%-56.0pp | 68.9%-55.4pp |
| Annual return | 13.09% | 23.85%-10.8pp | 27.99%-14.9pp | 26.06%-13.0pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,729 | $3,364-48.6% | $4,377-60.5% | $4,274-59.5% |
| Admin fee / account holder | $2,586 | $6,137-57.9% | $9,463-72.7% | $7,775-66.7% |