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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 | $46,363 | $43,730+6.0% | $121,220-61.8% | $64,173-27.8% |
| Participation rate | 46.7% | 58.3%-11.7pp | 71.8%-25.1pp | 69.6%-22.9pp |
| Annual return | 12.77% | 68.94%-56.2pp | 16.94%-4.2pp | 7.63%+5.1pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,450 | $2,281-36.4% | $3,345-56.7% | $3,470-58.2% |
| Admin fee / account holder | $877 | $3,502-75.0% | $5,021-82.5% | $4,887-82.1% |