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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 | $44,378 | $67,602-34.4% | $82,312-46.1% | $70,126-36.7% |
| Participation rate | 46.2% | 72.8%-26.6pp | 76.9%-30.7pp | 69.5%-23.4pp |
| Annual return | 15.74% | 21.57%-5.8pp | 25.88%-10.1pp | 73.15%-57.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,336 | $2,987+78.6% | $3,706+44.0% | $3,332+60.1% |
| Admin fee / account holder | $4,914 | $4,512+8.9% | $5,608-12.4% | $4,645+5.8% |