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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 | $45,828 | $52,306-12.4% | $69,779-34.3% | $62,881-27.1% |
| Participation rate | 53.5% | 67.2%-13.7pp | 71.8%-18.3pp | 69.3%-15.8pp |
| Annual return | 11.80% | 13.35%-1.6pp | 12.99%-1.2pp | 20.14%-8.3pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,374 | $2,395-0.9% | $2,931-19.0% | $3,203-25.9% |
| Admin fee / account holder | $13,980 | $3,691+278.7% | $4,381+219.1% | $4,296+225.4% |