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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 | $50,117 | $73,787-32.1% | $98,716-49.2% | $82,448-39.2% |
| Participation rate | 39.0% | 61.4%-22.4pp | 69.3%-30.3pp | 68.1%-29.1pp |
| Annual return | 18.62% | 18.57%+0.1pp | 31.81%-13.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,709 | $3,081-44.5% | $4,048-57.8% | $4,139-58.7% |
| Admin fee / account holder | $3,436 | $6,500-47.1% | $8,703-60.5% | $7,234-52.5% |