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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 | $25,031 | $48,078-47.9% | $78,676-68.2% | $62,881-60.2% |
| Participation rate | 53.3% | 65.2%-11.9pp | 73.6%-20.2pp | 69.3%-16.0pp |
| Annual return | 4.86% | 31.36%-26.5pp | 62.19%-57.3pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,815 | $2,587-29.9% | $3,517-48.4% | $3,203-43.3% |
| Admin fee / account holder | $1,983 | $3,206-38.1% | $4,510-56.0% | $4,296-53.8% |