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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 | $48,374 | $70,418-31.3% | $96,570-49.9% | $85,847-43.7% |
| Participation rate | 57.5% | 61.8%-4.3pp | 69.8%-12.3pp | 69.3%-11.8pp |
| Annual return | 13.70% | 18.59%-4.9pp | 37.79%-24.1pp | 318.61%-304.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,391 | $2,894-17.4% | $3,849-37.9% | $3,952-39.5% |
| Admin fee / account holder | $9,257 | $4,995+85.3% | $6,182+49.7% | $6,261+47.9% |