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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 | $36,293 | $39,534-8.2% | $46,225-21.5% | $62,881-42.3% |
| Participation rate | 48.6% | 74.6%-26.0pp | 79.5%-30.9pp | 69.3%-20.7pp |
| Annual return | 5.23% | 8.93%-3.7pp | 7.57%-2.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $2,646-100.0% | $3,424-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,080 | $2,681-59.7% | $3,776-71.4% | $3,203-66.3% |
| Admin fee / account holder | $6,336 | $2,464+157.1% | $3,519+80.0% | $4,296+47.5% |