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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 | $54,598 | $56,287-3.0% | $80,977-32.6% | $62,881-13.2% |
| Participation rate | 23.1% | 68.9%-45.9pp | 75.8%-52.7pp | 69.3%-46.2pp |
| Annual return | 7.38% | 22.13%-14.7pp | 17.11%-9.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $48 | $1,943-97.5% | $3,715-98.7% | $2,281-97.9% |
| Participant deferral / active EE | $1,804 | $4,196-57.0% | $5,696-68.3% | $3,203-43.7% |
| Admin fee / account holder | $13,937 | $3,742+272.5% | $5,517+152.6% | $4,296+224.4% |