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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 | $50,084 | $94,436-47.0% | $115,599-56.7% | $82,637-39.4% |
| Participation rate | 44.4% | 70.4%-26.0pp | 74.3%-29.8pp | 68.1%-23.6pp |
| Annual return | 16.00% | 18.37%-2.4pp | 111.10%-95.1pp | 53.51%-37.5pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,818 | $3,955+21.8% | $4,889-1.5% | $4,126+16.8% |
| Admin fee / account holder | $3,826 | $10,328-62.9% | $12,841-70.2% | $7,339-47.9% |