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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 | $56,467 | $76,834-26.5% | $108,359-47.9% | $87,485-35.5% |
| Participation rate | 51.2% | 61.7%-10.5pp | 70.1%-18.9pp | 68.9%-17.7pp |
| Annual return | 12.38% | 19.09%-6.7pp | 36.89%-24.5pp | 26.06%-13.7pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,346 | $3,100-24.3% | $4,137-43.3% | $4,274-45.1% |
| Admin fee / account holder | $21,743 | $6,537+232.6% | $9,741+123.2% | $7,775+179.7% |