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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 | $48,600 | $87,106-44.2% | $105,607-54.0% | $80,935-40.0% |
| Participation rate | 45.7% | 70.4%-24.7pp | 75.3%-29.6pp | 67.7%-21.9pp |
| Annual return | 12.17% | 17.01%-4.8pp | 116.11%-103.9pp | 35.66%-23.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,609 | $3,986-34.6% | $5,011-47.9% | $4,299-39.3% |
| Admin fee / account holder | $10,720 | $8,447+26.9% | $10,958-2.2% | $6,924+54.8% |