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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 | $45,032 | $67,411-33.2% | $91,004-50.5% | $70,126-35.8% |
| Participation rate | 40.0% | 71.4%-31.4pp | 75.6%-35.6pp | 69.5%-29.5pp |
| Annual return | 13.75% | -40.16%+53.9pp | 4.60%+9.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,048 | $2,823-27.4% | $3,548-42.3% | $3,332-38.5% |
| Admin fee / account holder | $20,573 | $4,236+385.6% | $5,417+279.7% | $4,645+342.9% |