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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 | $48,141 | $55,713-13.6% | $75,901-36.6% | $72,975-34.0% |
| Participation rate | 41.4% | 61.1%-19.7pp | 69.3%-27.9pp | 69.5%-28.1pp |
| Annual return | 21.23% | 27.60%-6.4pp | 30.76%-9.5pp | 81.01%-59.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,044 | $2,634-60.4% | $3,603-71.0% | $3,608-71.1% |
| Admin fee / account holder | $1,472 | $3,980-63.0% | $5,420-72.8% | $5,124-71.3% |