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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 | $48,553 | $104,098-53.4% | $140,514-65.4% | $94,015-48.4% |
| Participation rate | 27.5% | 73.7%-46.2pp | 77.8%-50.3pp | 70.8%-43.3pp |
| Annual return | 19.60% | 15.14%+4.5pp | 14.36%+5.2pp | 17.84%+1.8pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,142 | $4,033-46.9% | $4,919-56.4% | $4,249-49.6% |
| Admin fee / account holder | $546 | $10,439-94.8% | $13,697-96.0% | $8,951-93.9% |