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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 | $47,013 | $45,211+4.0% | $56,429-16.7% | $70,126-33.0% |
| Participation rate | 40.6% | 73.6%-33.0pp | 80.0%-39.4pp | 69.5%-28.9pp |
| Annual return | 16.69% | 38.45%-21.8pp | 19.04%-2.4pp | 73.15%-56.5pp |
| Employer contribution / active EE | $0 | $2,737-100.0% | $3,405-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,112 | $2,735-59.3% | $3,951-71.9% | $3,332-66.6% |
| Admin fee / account holder | $5,120 | $3,027+69.2% | $4,466+14.6% | $4,645+10.2% |