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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 | $43,032 | $86,050-50.0% | $189,758-77.3% | $94,015-54.2% |
| Participation rate | 50.0% | 68.9%-18.9pp | 79.8%-29.8pp | 70.8%-20.8pp |
| Annual return | 16.48% | 17.77%-1.3pp | 52.62%-36.1pp | 17.84%-1.4pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,209 | $3,349-34.0% | $5,856-62.3% | $4,249-48.0% |
| Admin fee / account holder | $763 | $6,627-88.5% | $20,388-96.3% | $8,951-91.5% |