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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 | $46,833 | $72,012-35.0% | $185,827-74.8% | $79,858-41.4% |
| Participation rate | 46.2% | 65.8%-19.6pp | 78.0%-31.9pp | 69.6%-23.5pp |
| Annual return | 20.47% | 23.12%-2.6pp | 35.96%-15.5pp | 31.72%-11.2pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,405 | $3,779-62.8% | $5,633-75.1% | $3,740-62.4% |
| Admin fee / account holder | $1,182 | $4,513-73.8% | $9,502-87.6% | $5,306-77.7% |