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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 | $55,263 | $61,660-10.4% | $80,022-30.9% | $64,173-13.9% |
| Participation rate | 48.8% | 71.7%-22.9pp | 75.8%-27.0pp | 69.6%-20.7pp |
| Annual return | -0.73% | -0.33%-0.4pp | 11.22%-12.0pp | 7.63%-8.4pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,468 | $2,968+84.2% | $3,686+48.3% | $3,470+57.6% |
| Admin fee / account holder | $11,709 | $5,417+116.1% | $6,521+79.6% | $4,887+139.6% |