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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 | $76,834-34.8% | $108,359-53.7% | $87,485-42.7% |
| Participation rate | 39.0% | 61.7%-22.8pp | 70.1%-31.2pp | 68.9%-30.0pp |
| Annual return | 18.62% | 19.09%-0.5pp | 36.89%-18.3pp | 26.06%-7.4pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,709 | $3,100-44.9% | $4,137-58.7% | $4,274-60.0% |
| Admin fee / account holder | $3,436 | $6,537-47.4% | $9,741-64.7% | $7,775-55.8% |