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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 | $41,944 | $56,054-25.2% | $171,082-75.5% | $62,881-33.3% |
| Participation rate | 41.7% | 62.9%-21.2pp | 76.7%-35.0pp | 69.3%-27.6pp |
| Annual return | 6.90% | 22.52%-15.6pp | 32.56%-25.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,181 | $3,158-31.0% | $4,797-54.5% | $3,203-31.9% |
| Admin fee / account holder | $2,046 | $3,647-43.9% | $8,520-76.0% | $4,296-52.4% |