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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 | $48,884 | $76,564-36.2% | $105,582-53.7% | $94,015-48.0% |
| Participation rate | 49.2% | 65.2%-16.0pp | 71.8%-22.6pp | 70.8%-21.6pp |
| Annual return | 16.80% | 20.69%-3.9pp | 18.61%-1.8pp | 17.84%-1.0pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,984-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,548 | $3,320-53.4% | $4,353-64.4% | $4,249-63.6% |
| Admin fee / account holder | $1,016 | $7,129-85.7% | $12,856-92.1% | $8,951-88.6% |