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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 | $69,444-29.6% | $92,985-47.4% | $87,485-44.1% |
| Participation rate | 49.2% | 63.3%-14.1pp | 69.5%-20.3pp | 68.9%-19.8pp |
| Annual return | 16.80% | 23.85%-7.1pp | 27.99%-11.2pp | 26.06%-9.3pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,548 | $3,364-54.0% | $4,377-64.6% | $4,274-63.8% |
| Admin fee / account holder | $1,016 | $6,137-83.4% | $9,463-89.3% | $7,775-86.9% |