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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 | $47,546 | $73,787-35.6% | $98,716-51.8% | $82,448-42.3% |
| Participation rate | 38.5% | 61.4%-22.9pp | 69.3%-30.8pp | 68.1%-29.6pp |
| Annual return | 16.45% | 18.57%-2.1pp | 31.81%-15.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,034 | $3,081-1.5% | $4,048-25.0% | $4,139-26.7% |
| Admin fee / account holder | $2,085 | $6,500-67.9% | $8,703-76.0% | $7,234-71.2% |