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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 | $42,545 | $49,657-14.3% | $93,063-54.3% | $67,986-37.4% |
| Participation rate | 19.3% | 49.9%-30.6pp | 72.1%-52.8pp | 57.2%-37.9pp |
| Annual return | 17.85% | 26.27%-8.4pp | 34.15%-16.3pp | 31.67%-13.8pp |
| Employer contribution / active EE | $0 | $1,279-100.0% | $2,476-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,178 | $2,484-52.6% | $3,958-70.2% | $3,358-64.9% |
| Admin fee / account holder | $4,640 | $2,843+63.2% | $6,033-23.1% | $3,203+44.8% |