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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 | $45,002 | $69,444-35.2% | $92,985-51.6% | $87,485-48.6% |
| Participation rate | 43.8% | 63.3%-19.5pp | 69.5%-25.7pp | 68.9%-25.2pp |
| Annual return | 17.16% | 23.85%-6.7pp | 27.99%-10.8pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,391 | $3,364-28.9% | $4,377-45.4% | $4,274-44.1% |
| Admin fee / account holder | $7,269 | $6,137+18.4% | $9,463-23.2% | $7,775-6.5% |