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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 | $47,959 | $65,364-26.6% | $92,909-48.4% | $72,975-34.3% |
| Participation rate | 41.9% | 68.3%-26.4pp | 76.0%-34.1pp | 69.5%-27.6pp |
| Annual return | 19.57% | 42.11%-22.5pp | 109.44%-89.9pp | 81.01%-61.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,114 | $3,128-32.4% | $4,238-50.1% | $3,608-41.4% |
| Admin fee / account holder | $320 | $4,251-92.5% | $5,795-94.5% | $5,124-93.8% |