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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 | $52,226 | $54,541-4.2% | $78,778-33.7% | $70,126-25.5% |
| Participation rate | 49.1% | 60.8%-11.7pp | 69.2%-20.1pp | 69.5%-20.4pp |
| Annual return | 17.59% | 21.07%-3.5pp | 35.62%-18.0pp | 73.15%-55.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,765 | $2,210-20.1% | $2,958-40.3% | $3,332-47.0% |
| Admin fee / account holder | $8,410 | $3,709+126.8% | $5,134+63.8% | $4,645+81.0% |