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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 | $46,572 | $65,034-28.4% | $90,970-48.8% | $79,856-41.7% |
| Participation rate | 41.5% | 61.6%-20.2pp | 69.0%-27.6pp | 69.6%-28.2pp |
| Annual return | 14.45% | 30.45%-16.0pp | 134.60%-120.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,889 | $2,512-24.8% | $3,373-44.0% | $3,741-49.5% |
| Admin fee / account holder | $4,632 | $4,536+2.1% | $5,961-22.3% | $5,306-12.7% |