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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 | $45,788 | $86,949-47.3% | $102,460-55.3% | $80,959-43.4% |
| Participation rate | 57.4% | 72.4%-15.0pp | 76.5%-19.1pp | 67.7%-10.3pp |
| Annual return | 14.50% | 18.89%-4.4pp | 29.47%-15.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,236 | $4,121-45.7% | $5,056-55.8% | $4,300-48.0% |
| Admin fee / account holder | $4,602 | $8,048-42.8% | $9,460-51.4% | $6,925-33.6% |