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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 | $49,591 | $76,551-35.2% | $123,894-60.0% | $62,881-21.1% |
| Participation rate | 38.8% | 73.0%-34.2pp | 81.4%-42.6pp | 69.3%-30.5pp |
| Annual return | 8.81% | 18.68%-9.9pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,091 | $4,840-56.8% | $5,984-65.1% | $3,203-34.7% |
| Admin fee / account holder | $996 | $4,826-79.4% | $8,357-88.1% | $4,296-76.8% |