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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 | $51,391 | $71,230-27.9% | $93,727-45.2% | $80,959-36.5% |
| Participation rate | 55.3% | 60.4%-5.1pp | 68.7%-13.4pp | 67.7%-12.3pp |
| Annual return | 10.09% | 11.26%-1.2pp | 133.83%-123.7pp | 35.67%-25.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,133 | $4,037-22.4% | $4,417-29.1% | $4,300-27.1% |
| Admin fee / account holder | $2,500 | $6,961-64.1% | $8,292-69.9% | $6,925-63.9% |