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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 | $50,963 | $57,506-11.4% | $67,221-24.2% | $79,856-36.2% |
| Participation rate | 42.9% | 74.3%-31.4pp | 79.4%-36.5pp | 69.6%-26.8pp |
| Annual return | 14.90% | 18.46%-3.6pp | 20.72%-5.8pp | 31.71%-16.8pp |
| Employer contribution / active EE | $0 | $2,961-100.0% | $3,723-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $912 | $3,508-74.0% | $4,384-79.2% | $3,741-75.6% |
| Admin fee / account holder | $2,124 | $4,029-47.3% | $5,844-63.7% | $5,306-60.0% |