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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 | $47,421 | $48,364-1.9% | $71,796-33.9% | $62,881-24.6% |
| Participation rate | 45.0% | 60.6%-15.6pp | 69.1%-24.1pp | 69.3%-24.3pp |
| Annual return | 7.86% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,073 | $2,091-0.9% | $2,794-25.8% | $3,203-35.3% |
| Admin fee / account holder | $425 | $3,771-88.7% | $4,815-91.2% | $4,296-90.1% |