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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 | $45,747 | $108,825-58.0% | $156,181-70.7% | $82,448-44.5% |
| Participation rate | 34.6% | 72.4%-37.8pp | 78.8%-44.2pp | 68.1%-33.5pp |
| Annual return | 17.04% | 20.59%-3.6pp | 64.87%-47.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,568 | $4,577-43.9% | $6,132-58.1% | $4,139-38.0% |
| Admin fee / account holder | $1,727 | $9,341-81.5% | $14,586-88.2% | $7,234-76.1% |