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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 | $42,282 | $97,550-56.7% | $120,344-64.9% | $87,485-51.7% |
| Participation rate | 52.9% | 72.8%-19.9pp | 76.7%-23.8pp | 68.9%-16.0pp |
| Annual return | 18.13% | 18.41%-0.3pp | 20.30%-2.2pp | 26.06%-7.9pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,406 | $4,230-19.5% | $5,135-33.7% | $4,274-20.3% |
| Admin fee / account holder | $1,956 | $9,543-79.5% | $12,742-84.7% | $7,775-74.8% |