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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 | $46,050 | $65,364-29.5% | $92,909-50.4% | $72,975-36.9% |
| Participation rate | 44.7% | 68.3%-23.6pp | 76.0%-31.3pp | 69.5%-24.8pp |
| Annual return | 17.72% | 42.11%-24.4pp | 109.44%-91.7pp | 81.01%-63.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,310 | $3,128-58.1% | $4,238-69.1% | $3,608-63.7% |
| Admin fee / account holder | $383 | $4,251-91.0% | $5,795-93.4% | $5,124-92.5% |